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 Thompson is a financial advisor with over 20 years of experience in the financial services industry. Gregory has been registered with Integrated Wealth Concepts LLC since 2021 and has held previous positions with Lincoln Financial Advisors Corporation and AXA Advisors, LLC. Gregory holds a Series 66 license as well as Series 7 and SIE licenses. He is a Certified Financial Planner and provides financial planning services to individuals and families. Gregory also has experience in pension consulting and works with a wide variety of clients, including individuals, families, corporations, and charitable organizations. He is committed to providing personalized financial advice and helping his 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CT
01/04/2022 - Present
Integrated Wealth Concepts LLC (stamford CT)
NY
02/12/2002 - 03/24/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (RYE BROOK NY)
IN
02/12/2002 - 04/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
07/17/2000 - 02/12/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 08/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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