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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory John Workman is an investment advisor representative at Kelly Financial Services LLC. Gregory has been in the financial services industry for over 20 years and has held various roles in the field. He is a Registered Investment Advisor and holds Series 7, 31, 6, 63, and 65 licenses. Gregory's primary area of focus is providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
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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MA
02/17/2021 - Present
Kelly Financial Services LLC (BRAINTREE MA)
MA
10/06/2020 - 12/15/2020
EQUITABLE ADVISORS, LLC (WELLESLEY MA)
MA
07/01/2019 - 10/08/2020
SECURIAN FINANCIAL SERVICES, INC. (Dedham MA)
MA
11/14/2018 - 06/10/2019
NYLIFE SECURITIES LLC (BRIDGEWATER MA)
NY
03/27/2002 - 03/05/2003
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NY
03/02/2000 - 03/30/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/09/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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