Unclaimed
Gregory Warren Hang is an investment advisor representative with LPL Financial LLC. Gregory is registered with the state of Ohio and has been in the industry since February 1995. Gregory has previously worked with Mutual Service Corporation. Gregory holds Series 6, 7, 24, 63 and 65 licenses and has passed the SIE exam. Gregory is also registered with the state of Ohio as an Investment Advisor Representative. Gregory also works with other insurance companies, and with HANG WEALTH MANAGEMENT LLC.
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
OH
12/12/2000 - Present
LPL Financial LLC (MASON OH)
MA
02/13/1995 - 11/02/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
Issued 01/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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