Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Greer is a financial advisor with Creativeone Securities, LLC based in Overland Park, Kansas. Greg has been in the financial services industry since 1999 and is a registered investment advisor in Kansas. Greg specializes in retirement planning, investment management, and college savings. Greg has worked with a variety of clients, including individuals, families, and businesses. Previously, Greg worked with United Planners Financial Services of America, Cetera Advisors LLC, and SII Investments, Inc. Greg is committed to providing his clients with personalized financial advice that helps them reach their financial goals.
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.
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.
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KS
02/26/2020 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
KS
09/30/2016 - 03/02/2020
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Wichita KS)
KS
04/07/2008 - 10/06/2016
CETERA ADVISORS LLC (WICHITA KS)
KS
02/16/2007 - 04/10/2008
BROKER DEALER FINANCIAL SERVICES CORP. (WICHITA KS)
KS
07/01/2002 - 03/01/2007
SII INVESTMENTS, INC. (WICHITA KS)
MO
11/30/2001 - 06/13/2002
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
WI
04/17/2000 - 11/21/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
CT
09/30/1999 - 04/04/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 12/14/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser 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 04/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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