Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Allen Horsman is a financial advisor at LPL Financial LLC, located in West Des Moines, Iowa. Gregg has been in the financial industry since 1994 and has experience in helping individuals and businesses with financial planning and portfolio management. Gregg is registered with the Securities and Exchange Commission (SEC) and holds Series 7 and Series 63 licenses. Gregg's experience in the industry is diverse and spans several firms, including H. Beck, Inc. and VSR Financial Services, Inc. Gregg's expertise encompasses a broad range of advisory services, including financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
06/17/2019 - Present
LPL Financial LLC (WEST DES MOINES IA)
IA
05/27/2016 - 06/14/2019
H. BECK, INC. (Clive IA)
IA
07/28/1994 - 05/27/2016
VSR FINANCIAL SERVICES, INC. (CLIVE IA)
BC
Issued 08/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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