Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Overstake is a financial advisor with over 30 years of experience in the financial industry. Gregg is currently registered with Level Four Advisory Services, LLC. In the past, Gregg Overstake has worked with firms including LPL Financial LLC, Lincoln Financial Securities Corporation, and First Investors Corporation. Gregg Overstake is a licensed broker-dealer and investment advisor representative. Gregg holds a Series 7, 6, 63, 65, 24, 27, 53 and 4 licenses. Gregg has provided financial advisory services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Gregg specializes in providing financial planning, portfolio management, and investment advisory services.
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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
04/28/2009 - Present
Level Four Advisory Services (DALLAS TX)
TX
11/05/2012 - 10/08/2021
LPL FINANCIAL LLC (DALLAS TX)
TX
02/11/2009 - 11/19/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (PLANO TX)
TX
12/03/2007 - 02/10/2009
NATIONAL PLANNING CORPORATION (FORTH WORTH TX)
TX
05/23/2006 - 02/02/2007
SWS FINANCIAL SERVICES (DALLAS TX)
TX
03/01/2006 - 02/02/2007
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
08/03/2000 - 03/17/2006
SECURITIES AMERICA, INC. (HOUSTON TX)
TX
07/06/1995 - 07/28/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
07/10/1991 - 07/10/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NA
08/15/1990 - 06/20/1991
FIRST HORIZONS SECURITIES CORPORATION
NA
08/15/1990 - 06/20/1991
LANDMARK BROKERAGE SERVICES, INC.
NA
02/06/1989 - 05/24/1989
LANDMARK BROKERAGE SERVICES, INC.
NA
07/23/1986 - 02/10/1989
ISFA CORPORATION
NA
05/09/1986 - 07/10/1986
FIRST INVESTORS CORPORATION
IA
Issued 11/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/22/1992
Series 4 - Registered Options Principal Examination
BC
Issued 12/13/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/26/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregg Overstake is the right advisor for you? Invested Better is here to help.
