Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you G.? Claim Your ProfileG. Gregory Biggs is an Investment Advisor Representative with Perissos Private Wealth Management. G. Gregory Biggs has been in the industry for over 23 years. G. Gregory Biggs has a wide range of experience in the financial services industry, including experience with Securities America, Inc., PURSHE KAPLAN STERLING INVESTMENTS, SAGEPOINT FINANCIAL, INC., WILBANKS SECURITIES, INC., and MML INVESTORS SERVICES, INC. G. Gregory Biggs specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Selection of Other Advisers. G. Gregory Biggs is registered in Oklahoma, Texas, and Louisiana. G. Gregory Biggs's firm has offices in Bethany and Oklahoma City, Oklahoma.
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.
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.
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
OK
12/15/2023 - Present
Perissos Private Wealth Management (Oklahoma City OK)
OK
12/18/2013 - 12/31/2023
SECURITIES AMERICA, INC. (OKLAHOMA CITY OK)
OK
08/17/2009 - 12/17/2013
PURSHE KAPLAN STERLING INVESTMENTS (OKLAHOMA CITY OK)
OK
01/04/2007 - 08/19/2009
SAGEPOINT FINANCIAL, INC. (OKLAHOMA CITY OK)
OK
05/28/2003 - 01/04/2007
WILBANKS SECURITIES, INC. (OKLAHOMA CITY OK)
MA
10/01/1999 - 06/02/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 02/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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