Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Phillip Fingar is a registered representative at Principal Securities, Inc. in Clay, NY. Gregory has been in the securities industry since 2021. Gregory has passed the Series 63, Series 6TO, and SIE exams. Gregory is registered to sell securities in New York. Gregory previously worked at Equitable Advisors, LLC.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
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2
NY
07/31/2023 - Present
Principal Securities, Inc. (CLAY NY)
NY
06/16/2021 - 06/28/2023
EQUITABLE ADVISORS, LLC (SYRACUSE NY)
BC
Issued 04/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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