Gregg Panski (CRD# 4677436) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Charlotte, NC and has over 13 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Troy, MI | Jan 2024 - Current | < 1 |
Jpmorgan Chase Bank, N.a. | Troy, MI | Jan 2024 - Current | < 1 |
Charles Schwab & Company, Inc. | Birmingham, MI | Jan 2022 - Jan 2024 | 2 |
Td Ameritrade, Inc. | Birmingham, MI | Mar 2017 - Jan 2024 | 6 |
Charles Schwab/td Ameritrade | Birmingham, MI | Mar 2017 - Dec 2023 | 6 |
Td Ameritrade Investment Management, LLC | Birmingham, MI | Mar 2017 - Sep 2023 | 6 |
Bank Of America Corp | Warren, MI | May 2016 - Mar 2017 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Warren, MI | May 2016 - Mar 2017 | < 1 |
Adp Broker-dealer, Inc. | Macomb, MI | Sep 2014 - Apr 2016 | 1 |
Adp LLC | Macomb, MI | Sep 2014 - Apr 2016 | 1 |
Strategic Advisers LLC | Birmingham, MI | Aug 2010 - Sep 2014 | 4 |
Fidelity Investments | Birmingham, MI | Feb 2008 - Sep 2014 | 6 |
Fidelity Brokerage Services LLC | Birmingham, MI | Feb 2008 - Sep 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
- MI
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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