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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 Snoor is an Investment Advisor Representative with Eagle Strategies LLC, headquartered in Charlotte, North Carolina. Gregory has been in the financial services industry since 2009 and has a Series 6, 7, 63, and 65 license, as well as the SIE exam. Gregory offers investment advice, financial planning, and pension consulting services to individuals and businesses. Gregory has experience with J.P. Morgan Securities LLC, Chase Investment Services Corp, and LPL Financial LLC. Gregory is also an insurance broker and operates under the DBA name of Main View Wealth, LLC for the purpose of selling New York Life products and services.
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 06/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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