Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lee Rushing is a financial advisor with Brookfield Oaktree Wealth Solutions LLC. Gregory joined the firm in September 2022. Gregory has over 9 years of experience in the financial services industry. Before joining Brookfield Oaktree Wealth Solutions LLC, Gregory was employed by Starwood Capital, L.L.C., Carey Financial, LLC, and Jefferies LLC. Gregory holds a Series 7, Series 55, Series 63, Series 57TO, and SIE license. Gregory is registered in Alaska, California, Colorado, Idaho, Montana, New York, Oregon, Washington, and Wyoming.
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.
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.
1
2
CA
09/06/2022 - Present
Brookfield Oaktree Wealth Solutions LLC (Los Angeles CA)
CT
12/12/2017 - 08/02/2022
STARWOOD CAPITAL, L.L.C. (GREENWICH CT)
NY
03/04/2015 - 07/27/2017
CAREY FINANCIAL, LLC (NEW YORK NY)
NY
12/09/2013 - 03/06/2015
JEFFERIES LLC (NEW YORK NY)
BC
Issued 12/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Rushing is the right advisor for you? Invested Better is here to help.
