Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Ronald Smith is a financial advisor based in Albany, New York. Gregory has been in the financial services industry since 2005. Gregory is currently registered with Allstate Financial Advisors, LLC and has been with this firm since 2022. Gregory was previously registered with LPL FINANCIAL LLC, H. BECK, INC., AMERIPRISE FINANCIAL SERVICES, INC., and IDS LIFE INSURANCE COMPANY. Gregory is licensed to provide financial advice in New York and Florida and specializes in financial planning. Gregory is also the President of GRS ASSOCIATES, INC., an S Corp. set up solely for tax purposes.
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.
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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.
Third party advisory fees
1
2
NY
04/21/2022 - Present
Allstate Financial Advisors, LLC (Albany NY)
NY
09/30/2016 - 01/13/2022
LPL FINANCIAL LLC (Latham NY)
NY
07/22/2011 - 10/03/2016
H. BECK, INC. (SCHENECTADY NY)
NY
07/07/2005 - 07/28/2011
AMERIPRISE FINANCIAL SERVICES, INC. (ALBANY NY)
MN
07/07/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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