Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Freitag is a financial advisor with over 48 years of experience in the industry. Gregory currently works at LPL Financial LLC and provides investment advice to a wide range of clients, including individuals, businesses, pension plans, and charitable organizations. Gregory has a strong background in financial planning and portfolio management. Gregory holds several professional designations, including Certified Financial Planner and Chartered Financial Consultant, demonstrating a commitment to ongoing education and professional development.
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
WA
08/02/2021 - Present
LPL Financial LLC (GIG HARBOR WA)
WA
07/17/2020 - 08/02/2021
SECURITIES AMERICA, INC. (GIG HARBOR WA)
WA
01/02/2019 - 07/17/2020
INVESTACORP, INC. (BELLEVUE WA)
WA
05/01/2007 - 12/31/2018
KMS FINANCIAL SERVICES, INC. (GIG HARBOR WA)
WA
02/10/1982 - 05/02/2007
PRUCO SECURITIES, LLC. (BELLEVUE WA)
NJ
10/15/1973 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Freitag is the right advisor for you? Invested Better is here to help.
