Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Cornelius is a financial advisor at LPL Financial LLC, specializing in financial planning, portfolio management, and investment services. Gregory has been working in the financial industry since 1984, with a background in insurance, investments, and advisory services. Gregory's expertise allows them to serve a diverse clientele, including individuals, families, businesses, and retirement plans. They are also a Certified Financial Planner, demonstrating their commitment to providing comprehensive and personalized financial advice to their clients.
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.
1
2
KS
01/31/2018 - Present
LPL Financial LLC (OVERLAND PARK KS)
MA
04/24/1989 - 04/26/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/24/1989 - 04/26/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IL
11/02/1987 - 04/01/1989
RODMAN & RENSHAW INC. (CHICAGO IL)
NA
12/23/1986 - 11/12/1987
B.C. CHRISTOPHER SECURITIES CO.
NA
07/18/1986 - 01/01/1987
DREXEL BURNHAM LAMBERT INCORPORATED
NA
07/11/1985 - 07/24/1986
B.C. CHRISTOPHER SECURITIES CO.
NA
10/26/1984 - 07/10/1985
FIRST JERSEY SECURITIES, INC.
IA
Issued 02/25/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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