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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Hartmann is an investment advisor representative with Cetera Investment Advisers LLC. Gregg has been in the industry since July 1992 and has a broad range of experience in financial services. He is registered with the state of Colorado and Texas, and is also registered with FINRA as a general securities representative. Gregg's previous employment was with Foresters Financial Services, Inc. His specializations include financial planning, pension consulting, educational seminars, and selection of other advisors. Gregg works with individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
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2
CO
08/13/2019 - Present
Cetera Investment Advisers LLC (GREENWOOD VILLAGE CO)
CO
07/30/1992 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (DENVER CO)
IA
Issued 03/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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