Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Dooley is a financial advisor with over 17 years of experience in the financial services industry. Gregory has held positions at various firms, including Ameriprise Financial Services, Inc., IDS Life Insurance Company, ING Financial Partners, Inc., LPL Financial LLC, and UBS Financial Services Inc. Gregory is currently registered with LPL Financial LLC in the state of Florida. Gregory provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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
11/15/2021 - Present
LPL Financial LLC (LITHIA FL)
FL
12/09/2015 - 12/09/2021
UBS FINANCIAL SERVICES INC. (TAMPA FL)
FL
03/03/2008 - 12/18/2015
LPL FINANCIAL LLC (TAMPA FL)
FL
10/26/2005 - 03/04/2008
ING FINANCIAL PARTNERS, INC. (TAMPA FL)
MN
06/10/2004 - 10/24/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/10/2004 - 10/24/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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