Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Bodkin is a financial professional with over 12 years of experience in the industry. Gregory currently holds principal licenses for Series 4, 14, 24 and 53. Gregory holds a Series 63 and 65 license and is currently registered with IBN Financial Services, Inc., and Revere Securities LLC. Gregory specializes in Financial Planning, Portfolio Management for Individuals and Selection of Other Advisers.
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.
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.
Selection and monitoring fees
1
2
NY
07/19/2023 - Present
IBN Financial Services, Inc. (Uniondale NY)
NY
03/03/2022 - 08/26/2024
BOURNEHILL INVESTMENT SERVICES, INC. (Uniondale NY)
NY
05/18/2017 - 10/06/2021
WORDEN CAPITAL MANAGEMENT LLC (New York NY)
NY
09/15/2008 - 04/08/2011
IDB CAPITAL CORP. (NEW YORK NY)
NY
11/21/2005 - 09/16/2008
HENLEY & COMPANY LLC (UNIONDALE NY)
BC
Issued 06/21/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/08/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/17/2006
Series 4 - Registered Options Principal Examination
BC
Issued 01/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
Active
Inactive
F
FINRA
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