Unclaimed
Gregory Mcginley is a financial advisor currently registered with Fifth Third Securities, Inc. based in Chicago, Illinois. Gregory is a seasoned financial professional with over a decade of experience in the industry. Gregory is licensed to offer securities advice in all 50 states, Washington D.C., and Puerto Rico. Gregory has previously been registered with UBS FINANCIAL SERVICES INC..
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
IL
11/03/2017 - Present
Fifth Third Securities, Inc. (CHICAGO IL)
OH
08/29/2011 - 05/03/2012
UBS FINANCIAL SERVICES INC. (DAYTON OH)
BC
Issued 3/5/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/4/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/3/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 8/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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