Gregory Gromek (CRD# 4348887) is an Investment Advisor Representative working at Peak Wealth Solutions in Pepper Pike, OH and has over 20 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Wealth Solutions | Pepper Pike, OH | Mar 2021 - Current | 3 |
| American Portfolios Financial Services, Inc. | Pepper Pike, OH | Jul 2016 - Current | 7 |
| Jr Hill And Associates, Inc. | Pepper Pike, OH | Jul 2016 - Mar 2021 | 4 |
| Private Advisor Group, LLC | Pepper Pike, OH | Nov 2013 - Jul 2016 | 2 |
| Lpl Financial LLC | Pepper Pike, OH | Nov 2013 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2004 |
- OH
-
Total Assets Under Management658MILLIONS
-
Total Number of Accounts2,012ACCOUNTS
-
Average Account Value$326,926
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
OH
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