Unclaimed
Gregg Franke is a financial advisor in Minneapolis, MN. Gregg has been in the financial industry since 1992. Gregg is registered with Colliers Securities LLC and has been with them since December 2002. Prior to Colliers Securities LLC, Gregg worked for Raymond James Financial Services, Inc., LM Financial Partners, Inc. and Dean Witter Reynolds Inc. Gregg has a Series 7, Series 31, Series 63 and Series 65 license. Gregg specializes in Portfolio Management for Individuals and Selection of Other Advisers.
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.
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.
1
2
MN
01/31/2014 - Present
Colliers Securities LLC (MINNEAPOLIS MN)
FL
10/31/2002 - 12/17/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
LA
06/23/1999 - 11/07/2002
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
NY
12/18/1992 - 06/28/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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