Gregory PalichlebCRD Number: 4598611
Current Firm: Cetera Advisor Networks LLC
Gregory Palichleb (CRD# 4598611) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Cleveland, OH and has over 13 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Vantage Financial Group||Cleveland, OH||Nov 2015 - Current||2|
|Cetera Advisor Networks, LLC||El Segundo, CA||Nov 2015 - Current||2|
|Palicor LLC||Avon, OH||Jun 2013 - Current||4|
|J.p. Morgan Securities LLC||Cleveland, OH||Sep 2013 - Nov 2015||2|
|Lpl Financial, LLC||North Ridgeville, OH||Oct 2012 - Sep 2013||< 1|
|First Place Bank||Boardman, OH||Oct 2012 - Sep 2013||< 1|
|J.p. Morgan Securities LLC||Westlake, OH||Oct 2012 - Oct 2012||< 1|
|Chase Investment Services Corp||Cleveland, OH||Sep 2011 - Oct 2012||1|
|Key Investment Services LLC||Cleveland, OH||May 2006 - Sep 2011||5|
|Key Bank||Lakewood, OH||Apr 2006 - Sep 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2004|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management16,791MILLIONS
Total Number of Accounts70,113ACCOUNTS
Average Account Value$239,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
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