Unclaimed
Gregory Kreiner is a financial advisor with Park Avenue Securities LLC. Gregory has over 17 years of experience in the financial industry. Gregory is registered to provide investment advice and securities services in 25 states. Gregory is a Series 7, 6, 24, 63, and 66 licensed holder. Gregory's primary focus is on providing financial planning and investment management services to individuals and families. Gregory also provides services to charitable organizations, pension plans, and corporations. Gregory believes that the key to successful investing is to understand the individual needs and goals of each client. Gregory takes the time to understand each client's financial situation and develops a personalized plan designed to help them achieve their goals.
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.
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.
1
2
MI
04/26/2024 - Present
Park Avenue Securities LLC (SOUTHFIELD MI)
MI
01/29/2009 - 12/19/2013
PARK AVENUE SECURITIES LLC (BINGHAM FARMS MI)
MI
02/18/2005 - 12/24/2008
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
BOTH
Issued 04/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2021
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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