Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory McDaniel is a financial advisor with Empower Advisory Group, LLC. Gregory has been in the financial industry since 1993 and is registered with the state of Ohio. Gregory has a wide range of experience working with clients including high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth individuals. Gregory provides financial planning, educational seminars and portfolio management for individuals. Gregory previously worked for CHARLES SCHWAB & CO., INC. and FIDELITY BROKERAGE SERVICES LLC.
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.
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
OH
05/13/2021 - Present
Empower Advisory Group, LLC (Cincinnati OH)
OH
06/19/2015 - 11/27/2019
CHARLES SCHWAB & CO., INC. (Cincinnati OH)
KY
01/01/2008 - 03/09/2015
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
10/20/1992 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
RI
11/25/1987 - 03/28/1989
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 02/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory McDaniel is the right advisor for you? Invested Better is here to help.
