Unclaimed
Greg Damschroder is a financial professional with over 2 years of experience in the industry. Greg currently works with Nationwide Securities, LLC, a firm that has been in business for many years and is known for its commitment to client service. Prior to joining Nationwide Securities, Greg worked with NATIONWIDE INVESTMENT SERVICES CORPORATION. Greg has a strong background in financial planning and investment management, and is committed to providing personalized advice to help clients reach their financial goals. Greg holds Series 63, Series 6TO, and SIE licenses. Greg is registered with the state of Arizona and many other states to offer financial products and services. Greg works with individuals, helping them with their financial planning and investment needs. Greg can help with a variety of financial planning needs including retirement planning, college savings, and estate planning.
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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2
AZ
03/31/2023 - Present
Nationwide Securities, LLC (Scottsdale AZ)
AZ
02/18/2020 - 03/31/2023
NATIONWIDE INVESTMENT SERVICES CORPORATION (Scottsdale AZ)
BC
Issued 03/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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