Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Ralph Ballou is a financial advisor registered with Raymond James Financial Services Advisors, Inc. based in Columbus, OH. Gregg has been in the financial services industry since 1999. Gregg holds licenses for Series 7, Series 63 and SIE, and is also a CERTIFIED FINANCIAL PLANNER™. In addition to working with Raymond James, Gregg is associated with two other businesses: Ballou Family Office and Charles H Ballou CFP.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
02/07/2014 - Present
Raymond James Financial Services Advisors, Inc. (COLUMBUS OH)
BC
Issued 10/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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