Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory John Suhling is a financial advisor with over 30 years of experience in the industry. He is currently registered with LPL Financial LLC, a well-established firm with a strong reputation for providing comprehensive financial services. Previously, Gregory worked with BMO Harris Financial Advisors, Inc., HarrisDirect LLC, and several other firms, gaining valuable experience in various aspects of the financial industry. Gregory holds multiple licenses and certifications, including Series 7, 24, and 27, demonstrating his commitment to staying updated on industry regulations and best practices. With a focus on providing personalized financial advice, Gregory Suhling is dedicated to helping clients achieve their financial goals.
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.
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2
IL
03/24/2021 - Present
LPL Financial LLC (CHICAGO IL)
IL
12/15/2005 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
NJ
05/01/2002 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
WA
06/08/2001 - 05/01/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
IL
10/23/2000 - 02/07/2001
ROCK ISLAND SECURITIES, INC. (CHICAGO IL)
IL
04/15/1999 - 01/04/2000
SF INVESTMENTS, INC. (HIGHLAND PARK IL)
IL
10/30/1996 - 01/22/1999
HARRIS INVESTORS DIRECT, INC. (CHICAGO IL)
IL
09/11/1989 - 10/22/1996
DEMPSEY & COMPANY (CHICAGO IL)
BC
Issued 11/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1997
Series 24 - General Securities Principal Examination
BC
Issued 09/08/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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