Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Stelnick is an investment advisor representative with LPL Financial LLC, a firm with over $50 billion in assets under management. Gregory Stelnick has been in the financial industry for over 35 years, working at several firms before joining LPL. His career started in 1983, and his current registrations include Series 7, 24, 31, 63 and SIE. Gregory Stelnick specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Gregory Stelnick has experience working with a variety of client types, 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
NJ
03/27/2018 - Present
LPL Financial LLC (KENDALL PARK NJ)
NA
01/15/1987 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
08/25/1986 - 01/15/1987
RADFORD CAPITAL CORPORATION
NA
09/21/1983 - 07/16/1986
CARDELL & ASSOCIATES, INCORPORATED
BC
Issued 11/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/26/1984
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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