Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory O'Sullivan is a financial advisor with J.p. Morgan Securities LLC. Gregory holds the Series 7, 63, and 79 licenses, as well as the SIE. He has experience in the financial services industry since 2020 and previously worked for Raymond James & Associates, Inc., Houlihan Lokey Capital, Inc., and SSG Capital Advisors, LLC. Gregory is registered to provide investment advice in New York.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/16/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
FL
08/14/2023 - 04/15/2024
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
02/03/2022 - 07/28/2023
HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)
PA
07/28/2020 - 01/28/2022
SSG CAPITAL ADVISORS, LLC (WEST CONSHOHOCKEN PA)
BC
Issued 09/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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