Gregory J. Stecher
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gregory James Stecher, who also goes by Greg Stecher, Gregory J Stecher, was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 1985. Gregory had worked at 7 firms and has passed the Series 66, Series 65, Series 7, Series 6, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 26, 2016 - November 28, 2017
HEARTWOOD INVESTMENTS, INC.
December 3, 2013 - September 26, 2023
BERGANKDV WEALTH MANAGEMENT, LLC
December 8, 2010 - November 22, 2013
GRADIENT ADVISORS, LLC
October 9, 2009 - November 22, 2013
GRADIENT SECURITIES, LLC
June 10, 2008 - April 30, 2009
WORKMAN SECURITIES CORPORATION
June 20, 1989 - May 18, 2007
EQUITABLE ADVISORS, LLC
August 5, 1985 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
State Registrations and Notice Filings
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Exams
Current Firm
HEARTWOOD INVESTMENTS, INC.
CRD#: 145668 / SEC#: 801-68579
Contact information
Red Flags
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