Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Paul Hart has been in the financial services industry since October 25, 2000. Gregory is a CERTIFIED FINANCIAL PLANNER™ and a Personal Financial Specialist. Gregory is currently registered with LPL Financial LLC and has been with them since January 4, 2006. Prior to LPL Financial LLC, Gregory was registered with AIG FINANCIAL ADVISORS, INC. and SUNAMERICA SECURITIES, INC. Gregory is licensed in multiple states and has a Series 66, Series 7, and the Securities Industry Essentials Examination. Gregory is affiliated with Bay Financial Advisors, Inc., and Summer Street Financial Advisors, LLC, both of which are DBAs for LPL Financial LLC.
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
MA
01/04/2006 - Present
LPL Financial LLC (WALTHAM MA)
MA
10/31/2005 - 12/31/2005
AIG FINANCIAL ADVISORS, INC. (BOSTON MA)
AZ
12/11/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
10/25/2000 - 12/12/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 12/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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