Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Allen is a financial advisor who has been in the industry since 2015. Currently, Gregory is registered with LPL Financial LLC and has also worked with Edward Jones and Morgan Stanley in the past. Gregory's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Gregory has a Series 7 and Series 66 license.
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
IN
11/30/2022 - Present
LPL Financial LLC (GREENWOOD IN)
IN
03/15/2019 - 12/01/2022
EDWARD JONES (BLOOMINGTON IN)
IN
08/12/2015 - 03/19/2019
MORGAN STANLEY (INDIANAPOLIS IN)
IL
02/18/2015 - 06/19/2015
MWA FINANCIAL SERVICES INC. (ROCK ISLAND IL)
BOTH
Issued 04/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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