Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kearney is a financial advisor who has been in the industry since 1999. Gregory is currently registered with LPL Financial LLC and has been with them since 2011. Gregory is also registered with the state of Delaware and Texas. Gregory has several previous employers including UVEST Financial Services Group, Inc., Webster Investment Services, Inc., Quick & Reilly, Inc., Essex National Securities, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Gregory has Series 7, Series 24, and Series 63 licenses. Gregory is also a Certified Financial Planner.
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
CT
10/11/2011 - Present
LPL Financial LLC (WESTPORT CT)
CT
02/13/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (NORWALK CT)
CT
08/27/2003 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (WESTPORT CT)
NY
05/12/2003 - 09/22/2003
QUICK & REILLY, INC. (NEW YORK NY)
CA
10/04/2000 - 04/28/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
06/22/1999 - 10/26/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/22/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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