Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Shirk is a financial advisor registered with Lasalle St. Investment Advisors, LLC. Gregory has been in the industry since December 2009. Gregory's professional experience includes time with Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gregory holds the Series 66, Series 7, and SIE licenses. Gregory is currently registered in Arizona, Colorado, Florida, Indiana, Michigan, North Carolina, Ohio and Texas.
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.
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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IN
07/29/2021 - Present
Lasalle ST. Investment Advisors, LLC (FORT WAYNE IN)
IN
02/03/2012 - 04/17/2013
RAYMOND JAMES & ASSOCIATES, INC. (FT. WAYNE IN)
IN
11/11/2009 - 02/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WAYNE IN)
BOTH
Issued 11/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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