Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Badger is a financial advisor with LPL Financial LLC and has over 10 years of experience in the industry. Gregory has a strong track record of success in helping clients achieve their financial goals. Gregory is committed to providing his clients with personalized financial advice and guidance. He is also a highly skilled and experienced financial advisor, holding licenses for Series 6, 7, 63, 66, SIE and 6TO. Gregory is registered in Florida and has previously worked with BMO Harris Financial Advisors, Inc., and AXA Advisors, LLC. Gregory is committed to providing his clients with the highest level of service and expertise.
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
FL
03/15/2024 - Present
LPL Financial LLC (BRADENTON FL)
IN
11/19/2013 - 04/21/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (BROWNSBURG IN)
IL
11/02/2005 - 03/09/2007
AXA ADVISORS, LLC (NORTHBROOK IL)
MN
09/12/2005 - 11/18/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 06/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/01/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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