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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 Wisniew is a financial advisor at LPL Financial LLC. Gregory has over 25 years of experience in the financial services industry and is registered to provide investment advice in several states. He is a Certified Financial Planner™ and holds Series 7, Series 24, and Series 66 licenses. Gregory offers a variety of services, including financial planning, portfolio management, and retirement planning. He is committed to helping clients reach their financial goals. Gregory is a highly experienced financial advisor with a proven track record of success.
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
CA
02/08/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
09/04/2014 - 02/08/2024
LINCOLN INVESTMENT (San Diego CA)
CA
07/24/2001 - 08/26/2014
NFP SECURITIES, INC. (SAN DIEGO CA)
OH
03/31/1999 - 07/17/2001
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
GA
11/12/1998 - 04/08/1999
WMA SECURITIES, INC. (DULUTH GA)
SC
03/12/1998 - 10/02/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 04/03/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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