Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Teal is an Investment Advisor Representative with Invicta Advisors LLC. Gregory is a Registered Representative with FINRA and has been in the industry since 2004. Gregory holds the Series 66, SIE and Series 7 licenses and is a Certified Financial Planner. Gregory has also been registered with Trustmont Financial Group, Inc. and ING Financial Partners, Inc. Gregory's firm, Invicta Advisors LLC, specializes in portfolio management for individuals.
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.
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.
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2
PA
10/25/2018 - Present
Invicta Advisors LLC (Upper Chichester PA)
PA
05/02/2007 - 11/15/2018
TRUSTMONT FINANCIAL GROUP, INC. (UPPER CHICHESTER PA)
PA
11/17/2004 - 05/04/2007
ING FINANCIAL PARTNERS, INC. (BOOTHWYN PA)
IA
03/11/2004 - 10/29/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 03/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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