Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Pratte is a financial advisor with over 10 years of experience in the industry. Greg is currently registered with U.S. Bancorp Investments, Inc. and is also registered with the state of Missouri to provide investment advice. Prior to that, Greg was an advisor for Edward Jones. Greg holds the Series 7 and Series 66 licenses, as well as the SIE exam.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MO
02/24/2011 - Present
U.s. Bancorp Investments, Inc. (Sappington MO)
MO
09/29/2009 - 01/05/2011
EDWARD JONES (BARNHART MO)
BOTH
Issued 10/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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