Unclaimed
Greg Johns is a financial advisor with Ameriprise Financial Services, LLC. Greg has been in the financial services industry for over 6 years. Greg holds the Series 7 and Series 66 licenses as well as the SIE exam. Greg has experience working with clients including high-net-worth individuals, corporations, trusts/estates, insurance companies, charitable organizations, and pension and profit-sharing plans. Greg also has experience working with clients at MML Investors Services, LLC, and Wells Fargo Clearing Services, LLC.
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
IA
12/08/2023 - Present
Ameriprise Financial Services, LLC (Dubuque IA)
IL
11/04/2020 - 12/08/2023
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IL
05/15/2018 - 11/11/2020
WELLS FARGO CLEARING SERVICES, LLC (BARRINGTON IL)
IL
04/14/2017 - 05/16/2018
MONEY CONCEPTS CAPITAL CORP (LIBERTYVILLE IL)
BOTH
Issued 05/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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