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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Paul Kushner is a financial advisor with over 20 years of experience in the industry. Gregory Paul Kushner is currently registered with Lido and IDB Lido Wealth, LLC. Gregory Paul Kushner is a registered investment advisor representative in California, Florida, New York, and Texas. Gregory Paul Kushner specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Gregory Paul Kushner also provides financial planning and educational seminars to clients.
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.
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.
Strategic management for diversified investment portfolios.
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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CA
07/01/2015 - Present
Lido (LOS ANGELES CA)
CA
04/27/2001 - 01/27/2021
INVESTMENT SECURITY CORPORATION (Los Angeles CA)
NY
08/26/1998 - 04/11/2001
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
CA
08/18/1995 - 09/02/1998
SPECTRUM SECURITIES, INC. (AROURA HILLS CA)
IA
Issued 12/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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