Unclaimed
Byron Gega is a financial advisor with Ameriprise Financial Services, LLC, working primarily in the Spokane, WA area. Byron has been a financial advisor for over 25 years. Byron has a broad range of experience in providing financial planning services to individuals, families, and businesses. Byron holds Series 7, 9, 10, 24 and 66 licenses as well as the Series 63 license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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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2
WA
01/18/2007 - Present
Ameriprise Financial Services, LLC (Spokane WA)
MN
08/28/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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