Unclaimed
Gregory Miro Skrabonja is a financial professional with over 34 years of experience in the financial services industry. Gregory is a registered representative of LPL Financial LLC and has held several other positions at firms such as Investment Financial Corporation and Advantage Capital Corporation. Gregory holds Series 7, 24, 53, 63, 66, and 72 licenses. Gregory is licensed to provide financial services in several states, including Florida, Maryland, New Hampshire, New Jersey, Ohio, Pennsylvania, and South Dakota. Gregory provides financial planning services to individuals and businesses.
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
02/14/2018 - Present
LPL Financial LLC (NAPLES FL)
FL
08/27/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (NAPLES FL)
FL
08/15/1994 - 08/27/2007
ADVANTAGE CAPITAL CORPORATION (NAPLES FL)
CA
03/07/1991 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
10/25/1988 - 03/14/1991
THE RANDALL-GEORGE CORPORATION
BOTH
Issued 02/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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