Unclaimed
Gregory John Stangel is a financial advisor with LPL Financial LLC. Gregory has been in the financial services industry for 20 years. Gregory's career includes previous roles at NEXT FINANCIAL GROUP, INC., NATIONAL PLANNING CORPORATION and JACKSON NATIONAL LIFE DISTRIBUTORS, INC. Gregory holds Series 63, Series 7 and SIE licenses. Gregory is registered to provide investment advice in California, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia and West Virginia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
02/27/2015 - Present
LPL Financial LLC (CUMBERLAND MD)
MD
09/18/2009 - 03/03/2015
NEXT FINANCIAL GROUP, INC. (CRESAPTOWN MD)
MD
02/11/2003 - 09/18/2009
NATIONAL PLANNING CORPORATION (CRESAPTOWN MD)
TN
12/20/2001 - 07/08/2002
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
09/20/2001 - 12/19/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 10/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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