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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Alfred Overschmidt is an investment advisor representative with Huntleigh Advisors, Inc.. Greg Alfred Overschmidt has been working in the financial services industry for over 40 years. Greg Alfred Overschmidt has a diverse range of experience, including working for First American National Securities, Inc., K. W. Chambers & Co., and Huntleigh Securities Corporation. Greg Alfred Overschmidt holds several licenses and certifications, including the Series 6, 62, 63, 65, 24, 26, SIE, and 99TO. Greg Alfred Overschmidt has a strong track record of success in providing financial advice to a variety of clients, including high net worth individuals, corporations, and charitable organizations. Greg Alfred Overschmidt's expertise includes portfolio management, financial planning, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Solicitor/third party manager fees
1
2
MO
01/03/2025 - Present
Huntleigh Advisors, Inc. (ST. LOUIS MO)
GA
07/20/1983 - 04/08/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 05/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/22/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1993
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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