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 Kausch is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with Equity Services, Inc. in New York, North Carolina, and Virginia. Gregory is a well-respected advisor with a strong track record of helping clients achieve their financial goals. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Gregory is a member of the Estate Planning Council of Rochester, the Rochester Rotary Club, and the Society of Financial Service Professionals. He is also a board member of the St. Ann's Community Foundation and the Rochester Regional Health Foundation.
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.
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.
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.
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2
VT
06/22/2021 - Present
Equity Services, Inc. (COLCHESTER VT)
NY
10/08/2015 - 11/20/2018
PRUCO SECURITIES, LLC. (Rochester NY)
NY
05/10/2001 - 10/14/2015
EQUITY SERVICES, INC. (ROCHESTER NY)
VT
08/14/1989 - 02/27/2001
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 07/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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