Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Massey is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with LPL Financial LLC. Gregory has been with LPL Financial LLC since 2021. Before joining LPL Financial LLC, Gregory was previously registered with Waddell & Reed, NYLIFE Securities LLC, Foresters Equity Services, Inc., MML Investors Services, Inc., Navillus Securities, Inc., Rampart Financial Services, Inc., Capital Analysts, Incorporated, SEI Investments Distribution Co., and Smith Barney Shearson Inc. Gregory holds several professional designations including Series 63, 65, 66, 7 and 24. Gregory specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Gregory is a strong advocate for his clients and is committed to helping them 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.
1
2
PA
07/21/2021 - Present
LPL Financial LLC (YARDLEY PA)
PA
07/21/2009 - 07/21/2021
WADDELL & REED (YARDLEY PA)
PA
02/20/2007 - 12/19/2008
NYLIFE SECURITIES LLC (HORSHAM PA)
PA
03/29/2006 - 02/06/2007
FORESTERS EQUITY SERVICES, INC. (BLUE BELL PA)
MA
04/04/2003 - 10/28/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
PA
04/19/2002 - 03/24/2003
NAVILLUS SECURITIES, INC. (WEST CONSHOHOCKEN PA)
PA
10/22/2001 - 06/12/2002
RAMPART FINANCIAL SERVICES, INC. (DOYLESTOWN PA)
OH
04/08/1998 - 06/26/2000
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
PA
01/01/1996 - 11/18/1997
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
10/13/1994 - 12/09/1994
NAVILLUS SECURITIES, INC. (WEST CONSHOHOCKEN PA)
NY
09/07/1993 - 05/04/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
BOTH
Issued 03/27/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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