Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Stahl is a financial advisor with over 17 years of experience in the industry. Gregory is currently registered with LPL Financial LLC in Florida and Texas. Previously, Gregory worked with SunTrust Investment Services, Inc. in Seminole, Florida. Gregory holds FINRA Series 6, 7, 26, and 66 licenses as well as the SIE exam. Gregory is also a Certified Financial Planner. Gregory has been active in the financial services industry since March 2007.
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.
1
2
FL
03/09/2021 - Present
LPL Financial LLC (TAMPA FL)
FL
03/20/2007 - 03/26/2014
SUNTRUST INVESTMENT SERVICES, INC. (SEMINOLE FL)
BOTH
Issued 08/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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