Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Peter Murray is an investment advisor representative at Kelly Financial Services LLC. Gregory is registered to offer investment advisory services in Florida, Massachusetts, New Hampshire, Rhode Island, and Texas. Gregory has been in the securities industry since July 2010. Gregory earned his Series 6, 63, and 65 licenses. Gregory specializes in Portfolio Management for Individuals, Financial Planning, and Selection of Other Advisers.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
10/04/2018 - Present
Kelly Financial Services LLC (BRAINTREE MA)
NH
07/02/2008 - 04/12/2010
WADDELL & REED, INC. (BEDFORD NH)
IA
Issued 09/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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