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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 Walter Halter is a financial advisor with Carnegie Investment Counsel. Gregory Walter Halter has over 20 years of experience in the financial services industry. Gregory Walter Halter is a Chartered Financial Analyst and holds the Series 7, Series 16, Series 24, Series 63, Series 87, and SIE licenses. Gregory Walter Halter specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Gregory Walter Halter has previously worked at RE INVESTMENT CORPORATION, WELLINGTON SHIELDS & CO., LLC, SOLEIL SECURITIES CORPORATION, INSTINET, LLC, and LYNCH, JONES & RYAN, INC.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
02/04/2019 - Present
Carnegie Investment Counsel (PEPPER PIKE OH)
VA
11/25/2014 - 02/14/2017
RE INVESTMENT CORPORATION (ARLINGTON VA)
OH
04/05/2011 - 11/03/2014
WELLINGTON SHIELDS & CO., LLC (CLEVELAND OH)
OH
08/01/2005 - 04/05/2011
SOLEIL SECURITIES CORPORATION (CLEVELAND OH)
NY
06/22/2001 - 08/02/2005
INSTINET, LLC (NEW YORK NY)
NY
11/11/1998 - 06/30/2005
LYNCH, JONES & RYAN, INC. (NEW YORK NY)
BC
Issued 02/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/18/1999
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 11/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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