Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Plechner is a financial advisor with over 20 years of experience in the financial services industry. Gregory is currently registered with Greenspring Advisors, LLC and holds Series 6, 7, 63 and 65 licenses. Gregory has a strong background in financial planning, portfolio management, and retirement planning. Gregory is committed to providing personalized financial advice and guidance to help individuals and families achieve their financial goals. Gregory has a proven track record of success and is dedicated to providing exceptional service to clients. Gregory has been affiliated with Greenspring Advisors, LLC since May 2018.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Investment consulting and educational 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.
A percentage of the total value of assets under management is charged.
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2
MD
10/24/2024 - Present
Greenspring Advisors, LLC (TOWSON MD)
NY
01/05/1999 - 05/17/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/03/1997 - 04/20/1998
WALL STREET ACCESS (NEW YORK NY)
NY
07/23/1992 - 10/19/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/16/1990 - 09/24/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/16/1990 - 09/24/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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