Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Polyak is a financial advisor registered with LPL Financial LLC in Chagrin Falls, OH. Gregory is active in both the Broker-Dealer (BC) and Investment Advisor (IA) scopes. He has been in the industry since 2001. Gregory holds the Series 7, Series 63, and SIE exams and is licensed to provide financial advice in Ohio and several other states. In addition to his role as an advisor, Gregory has other business interests, including owning a rental property in Chagrin Falls. Gregory has a strong track record of serving a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
06/23/2004 - Present
LPL Financial LLC (CHAGRIN FALLS OH)
MO
06/19/2001 - 03/31/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 06/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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