Unclaimed
Gregory Kinkead is a financial advisor at Centaurus Financial, Inc. Gregory has been in the financial services industry since 1994. Gregory has a strong background in portfolio management and financial planning. Gregory has experience working with a variety of clients, including individuals, families, and businesses. Gregory holds the Series 7, Series 24, and Series 63 licenses. Gregory has also passed the Uniform Investment Adviser Law Examination (Series 65). 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.
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.
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
NV
03/12/2024 - Present
Centaurus Financial, Inc. (LAS VEGAS NV)
NV
01/06/2009 - 01/19/2010
SECURITIES AMERICA, INC. (LAS VEGAS NV)
NV
12/05/2008 - 01/06/2010
AMERIPRISE FINANCIAL SERVICES, INC. (LAS VEGAS NV)
NV
05/14/2004 - 12/26/2008
SUMMIT BROKERAGE SERVICES, INC. (LAS VEGAS NV)
NJ
11/29/2002 - 06/04/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/06/1994 - 12/12/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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