Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Snoor is a financial advisor registered with the state of North Carolina and is associated with Eagle Strategies LLC. Gregory is a highly experienced advisor and has been in the industry since 2009. His experience includes working at both LPL Financial and J.P. Morgan Securities. Gregory specializes in providing financial planning, pension consulting and portfolio management services. His expertise extends to individuals and businesses, with a focus on high net worth individuals and charitable organizations.
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.
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
NC
06/27/2023 - Present
Eagle Strategies LLC (CHARLOTTE NC)
NC
10/21/2014 - 08/24/2018
LPL FINANCIAL LLC (CHARLOTTE NC)
IL
10/01/2012 - 11/03/2014
J.P. MORGAN SECURITIES LLC (WHEATON IL)
IL
08/26/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WHEATON IL)
IA
Issued 6/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/2/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/2011
Series 7 - General Securities Representative Examination
BC
Issued 8/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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