Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Michael Palichleb is a financial advisor with W&S Brokerage Services, Inc. He is based in SHEFFIELD VILLAGE, OH and has been in the industry since 2003. Gregory Michael has experience working with individuals, and has been associated with several firms including KEY INVESTMENT SERVICES LLC and CETERA ADVISOR NETWORKS LLC. Gregory Michael holds FINRA Series 6, 7, 63, and 66 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
OH
08/04/2023 - Present
W&S Brokerage Services, Inc. (SHEFFIELD VILLAGE OH)
OH
02/01/2017 - 07/10/2023
KEY INVESTMENT SERVICES LLC (CLEVELAND OH)
OH
11/17/2015 - 10/07/2016
CETERA ADVISOR NETWORKS LLC (CLEVELAND OH)
OH
10/02/2013 - 11/18/2015
J.P. MORGAN SECURITIES LLC (NORTH OLMSTED OH)
OH
10/29/2012 - 10/25/2013
LPL FINANCIAL LLC (NORTH RIDGEVILLE OH)
OH
10/01/2012 - 10/17/2012
J.P. MORGAN SECURITIES LLC (WESTLAKE OH)
OH
10/11/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LORAIN OH)
OH
06/01/2006 - 10/04/2011
KEY INVESTMENT SERVICES LLC (FAIRVIEW PARK OH)
OH
03/04/2006 - 04/05/2006
NATCITY INVESTMENTS, INC. (OLMSTED FALLS OH)
OH
10/19/2004 - 02/28/2006
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MI
01/02/2004 - 08/09/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IL
11/26/2002 - 10/01/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 11/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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