Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kenneth Neer is an investment advisor representative with Kovitz Investment Group Partners, LLC. Gregory is a registered Investment Advisor Representative in Illinois. Gregory has been in the industry since 2005. Gregory has a Series 7, 86, 87, 63, and 65. Gregory's previous employers include J.P. Morgan Securities Inc., Stifel, Nicolaus & Company, Incorporated, and Ryan Beck & Co. Kovitz Investment Group Partners, LLC offers a variety of advisory services, including financial planning, portfolio management, and educational seminars. Gregory specializes in helping clients with other, insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
08/01/2024 - Present
Kovitz Investment Group Partners, LLC (Northbrook IL)
NY
11/05/2007 - 12/18/2008
J.P.MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/01/2007 - 10/22/2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
11/09/2005 - 03/02/2007
RYAN BECK & CO. (NEW YORK NY)
IA
Issued 07/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/30/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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