Unclaimed
Greg Sander is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Greg has been in the financial services industry since 2019. Greg holds a Series 66 license and has been registered with FINRA since 2019. Greg has prior experience with CETERA ADVISOR NETWORKS LLC, CETERA ADVISORS LLC, CETERA FINANCIAL SPECIALISTS LLC, CETERA INVESTMENT SERVICES LLC, FIRST ALLIED SECURITIES, INC., and SUMMIT BROKERAGE SERVICES, INC.
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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CA
02/19/2025 - Present
Ameriprise Financial Services, LLC (EL SEGUNDO CA)
CA
07/09/2019 - 12/31/2022
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
07/09/2019 - 12/31/2022
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
07/09/2019 - 12/31/2022
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
07/09/2019 - 12/31/2022
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
07/09/2019 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
07/09/2019 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
BOTH
Issued 02/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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