Unclaimed
Gregory Ruppel is a financial advisor with LPL Financial LLC and has been in the industry for over 8 years. Gregory is registered to provide investment advice and securities in Florida and New Jersey. Gregory holds the Series 66, Series 7, and SIE licenses. In addition to financial advising, Gregory also works with Hacksensack Golf Club in Emerson, NJ. Gregory's firm, LPL Financial LLC, is a registered investment advisor with more than 1.6 million clients and $463.4 billion in assets under management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
11/03/2022 - Present
LPL Financial LLC (RAMSEY NJ)
BOTH
Issued 10/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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