Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kort is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, located in Grosse Pointe, MI. Gregory has over 29 years of experience in the financial services industry. Gregory holds Series 7, Series 63 and Series 65 licenses. Prior to joining Merrill Lynch, Gregory worked at Citizens Securities, Inc. and Wunderlich Securities, Inc. Gregory specializes in investments for individuals, businesses, high-net-worth individuals, pension and profit-sharing plans, insurance companies, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
09/21/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GROSSE POINTE MI)
MI
01/13/2017 - 09/12/2022
CITIZENS SECURITIES, INC. (GROSSE POINTE MI)
MI
09/25/2014 - 01/18/2017
WUNDERLICH SECURITIES, INC. (BIRMINGHAM MI)
MI
10/01/2012 - 09/29/2014
J.P. MORGAN SECURITIES LLC (FARMINGTON HILLS MI)
MI
03/19/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FARMINGTON HILLS MI)
MI
07/11/2005 - 03/15/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (WEST BLOOMFIELD MI)
MI
03/11/2002 - 07/12/2005
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
IL
02/01/1999 - 03/14/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
03/28/1996 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
CA
03/02/1995 - 03/21/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MI
03/26/1993 - 02/28/1995
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
IA
Issued 4/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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