Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Nielsen is a financial professional with over 20 years of experience in the financial services industry. Greg is a registered representative of PFS Investments Inc., a Primerica company. Greg is a Series 63 and 65 licensed advisor, and holds licenses in California and Nevada. Greg has worked with clients of all types and sizes, including individuals, families, small businesses, and charitable organizations. Greg's goal is to help clients reach their financial goals through sound financial planning and investment strategies.
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.
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
NV
07/20/2012 - Present
PFS Investments Inc. (NORTH LAS VEGAS NV)
CA
08/12/2005 - 01/27/2006
AVISEN SECURITIES, INC. (SACRAMENTO CA)
NY
08/06/1997 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 8/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/30/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/11/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 8/5/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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