Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Louis Garl is a financial advisor with LPL Financial LLC in FREELAND, MI. Gregory has been in the financial services industry since 1995. Prior to joining LPL Financial LLC, Gregory worked at ING Financial Partners, Inc., Locust Street Securities, Inc., and Northwestern Mutual Investment Services, LLC. Gregory holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Gregory is also registered to provide investment advisory services in Michigan, Texas, Oregon, Tennessee, Indiana, and Wisconsin. Gregory specializes in providing financial planning, portfolio management, and other investment advisory services to a variety of clients, including individuals, families, businesses, and retirement plans.
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
MI
06/29/2023 - Present
LPL Financial LLC (FREELAND MI)
MI
01/01/2004 - 01/17/2007
ING FINANCIAL PARTNERS, INC. (MIDLAND MI)
IA
01/21/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
03/16/2001 - 12/31/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
WI
10/05/1995 - 05/25/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
10/05/1995 - 02/21/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 05/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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