Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Scott Cahill is a financial advisor with over 38 years of experience in the industry. Gregory is currently registered with Valmark Advisers, Inc., a firm based in Akron, Ohio. Previously, Gregory was registered with Lion Street Financial, LLC and Valmark Securities, Inc. Gregory's experience includes working with a variety of clients, including high-net-worth individuals, families, and businesses. Gregory offers a wide range of financial services, including financial planning, investment management, and retirement planning. Gregory is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
FL
09/21/2023 - Present
Valmark Advisers, Inc. (Orlando FL)
FL
05/13/2019 - 02/22/2023
LION STREET FINANCIAL, LLC (ORLANDO FL)
FL
03/13/2014 - 05/14/2019
VALMARK SECURITIES, INC. (ORLANDO FL)
FL
11/01/2005 - 03/24/2014
NFP SECURITIES, INC. (ORLANDO FL)
NC
02/20/2003 - 08/31/2007
CLARK SECURITIES, INC. (GREENSBORO NC)
FL
09/17/1988 - 11/01/2005
WALNUT STREET SECURITIES, INC. (ORLANDO FL)
MA
03/23/1994 - 10/29/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
11/07/1984 - 08/31/1988
FLORIDA SUN SECURITIES, INC.
NA
09/14/1983 - 03/22/1984
CARDELL & ASSOCIATES, INCORPORATED
BC
Issued 05/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1987
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 06/09/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/23/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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