Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Brakovich is a financial advisor with Investment Planners, Inc. Gregory has been in the financial services industry since 1990. Gregory is currently registered with the state of California. Investment Planners, Inc. is a registered broker-dealer and investment advisor. Gregory has a Series 7, Series 22, Series 24, Series 63, and Series 7TO license. Gregory has experience in securities, investments, and financial planning.
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.
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.
1
2
IL
11/16/2021 - Present
Investment Planners, Inc. (DECATUR IL)
CA
02/05/2015 - 12/31/2019
CR CAPITAL DISTRIBUTORS, LLC (Newport Beach CA)
CA
03/16/2011 - 02/18/2015
STEADFAST CAPITAL MARKETS GROUP, LLC (IRVINE CA)
CA
08/18/2010 - 11/18/2010
TNP SECURITIES, LLC (COSTA MESA CA)
CA
10/22/2004 - 06/19/2009
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
CA
05/30/2000 - 07/03/2002
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
NC
06/04/1996 - 04/18/2000
EQUITABLE DISTRIBUTORS, INC. (CHARLOTTE NC)
PA
06/06/1995 - 05/02/1996
DIRECTED SERVICES, INC. (WEST CHESTER PA)
RI
05/13/1992 - 07/16/1993
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NA
05/10/1991 - 05/04/1992
MONARCH SECURITIES, INC.
NY
10/30/1989 - 09/21/1991
ADAIR, BRAKOVICH INC. (NEW YORK NY)
NA
03/04/1991 - 06/04/1991
MONARCH FINANCIAL SERVICES, INC.
NJ
12/18/1984 - 11/20/1989
INTEGRATED RESOURCES CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NA
03/04/1986 - 10/27/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/30/1981 - 10/17/1983
ENDEAVOR GROUP
BC
Issued 10/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1981
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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