Unclaimed
Gregory Ochinero is a financial advisor with Kestra Advisory Services, LLC. Gregory has been in the financial services industry since January 18, 2019. Gregory is registered with the state of California and holds the Series 66, Series 7 and SIE licenses. Gregory has previously worked with KESTRA INVESTMENT SERVICES, LLC. Gregory is located in La Jolla, California.
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.
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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CA
03/13/2019 - Present
Kestra Advisory Services, LLC (La Jolla CA)
TX
02/07/2017 - 03/31/2017
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
BOTH
Issued 03/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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