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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kuehl is an investment advisor representative with LPL Financial LLC, located in Valparaiso, Indiana. Gregory has been in the securities industry since August 28, 2000. Gregory has a Series 7, Series 6, Series 63, Series 65, and Series 24 license. Gregory has been registered with LPL Financial LLC since December 2007. Gregory previously worked for New England Securities and Signator Investors, Inc. Gregory offers a variety of financial services, including financial planning, portfolio management, and educational seminars.
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.
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2
IN
05/31/2012 - Present
LPL Financial LLC (VALPARAISO IN)
KY
07/24/2002 - 12/20/2007
NEW ENGLAND SECURITIES (LOUISVILLE KY)
MA
08/23/2000 - 07/18/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 10/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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