Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory S. Mikesell is a financial advisor registered with LPL Financial LLC. Gregory has over 20 years of experience in the financial industry. Gregory's previous experience includes roles with Securian Financial Services, Inc., and New England Securities Corporation. Gregory holds Series 6, 7, 22, and 66 securities licenses. Gregory is licensed in multiple states and provides financial planning, consulting and other non-discretionary advisory services to individuals, businesses, pension plans, and other clients.
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
OH
03/16/2023 - Present
LPL Financial LLC (TOLEDO OH)
OH
12/21/2000 - 03/20/2023
SECURIAN FINANCIAL SERVICES, INC. (TOLEDO OH)
NA
03/17/1986 - 12/01/1986
NEW ENGLAND SECURITIES CORPORATION
BOTH
Issued 02/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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