Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Gregor is a financial advisor with Summit Financial, LLC. Stanley has been a financial advisor for over 30 years and has a strong track record of success. Stanley specializes in providing financial planning, investment management, and retirement planning services to individuals and families. Stanley is committed to providing personalized service and helping clients achieve their financial goals. Stanley is also a member of NODA Ventures, Sugar Creek Ventures, NYCBC, and SG Investment Partners.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
12/21/2018 - Present
Summit Financial, LLC (PARSIPPANY NJ)
NJ
06/26/2020 - 09/11/2020
LS SECURITIES, LLC (Parsippany NJ)
NJ
12/01/2016 - 10/29/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
NY
03/12/2014 - 05/05/2015
CANTOR FITZGERALD & CO. (NEW YORK NY)
GA
08/01/2012 - 12/05/2012
MERCAP SECURITIES, LLC (ATLANTA GA)
NC
03/19/2009 - 09/30/2010
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
PA
08/03/2005 - 08/15/2007
COMMERCE CAPITAL INVESTMENTS, INC. (PHILADELPHIA PA)
NJ
08/03/2005 - 08/15/2007
COMMERCE CAPITAL MARKETS, INC. (CHERRY HILL NJ)
MA
10/20/2004 - 01/14/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
05/31/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
08/17/1992 - 06/14/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
02/15/1994 - 07/17/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
NY
04/08/1992 - 07/10/1992
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NA
04/23/1990 - 09/13/1991
FIRST AMERICA EQUITIES CORP.
CO
11/09/1990 - 12/03/1990
NATIONAL SECURITIES NETWORK, INC. (ENGLEWOOD CO)
NA
09/04/1990 - 11/07/1990
BRENNAN ROSS SECURITIES, INC.
NA
02/16/1990 - 05/03/1990
VANDERBILT SECURITIES, INC.
NA
05/20/1988 - 02/15/1990
J. T. MORAN & CO., INC.
NA
07/21/1987 - 05/21/1988
SHERWOOD CAPITAL, INC.
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2002
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/11/1997
Series 4 - Registered Options Principal Examination
BC
Issued 07/19/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/27/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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