Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg E. Martinsen is a financial advisor associated with Ameriprise Financial Services, LLC. Gregg has been in the industry since October 16, 1985. Gregg is a financial advisor that specializes in a variety of areas including investments, financial planning, retirement planning, and insurance. Gregg is licensed and registered to provide financial advice and services in several states.
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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2
FL
06/19/2020 - Present
Ameriprise Financial Services, LLC (Sarasota FL)
NY
10/17/1985 - 07/09/2020
EQUITABLE ADVISORS, LLC (CLARENCE NY)
NY
10/17/1985 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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