Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Pendleton is a financial advisor registered with Fifth Third Securities, Inc. in Cincinnati, Ohio. Gregory has been in the securities industry for over six years. He holds the Series 7, Series 66, and Series 24 licenses. Prior to joining Fifth Third Securities, Gregory worked as a financial advisor at LPL Financial LLC and CUNA Brokerage Services, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
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2
OH
01/06/2023 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
TN
05/18/2022 - 01/20/2023
LPL FINANCIAL LLC (MEMPHIS TN)
OK
03/22/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (MUSKOGEE OK)
BOTH
Issued 3/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/4/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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