Unclaimed
Gregg William Huxley is an investment advisor representative with Secure Asset Management, LLC. Gregg has been in the financial services industry for over 25 years and has a strong background in investment planning, financial planning, and portfolio management. Gregg is licensed to provide investment advice in the state of Florida. He is a Series 65, 66, and 24 licensed professional. Gregg is also a licensed Real Estate broker in the state of Florida and a licensed sales agent in the state of Michigan. In addition to his role at Secure Asset Management, LLC, Gregg is also the owner of Forthright Capital, LLC and is a licensed independent insurance agent.
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.
Helps you choose top advisors aligned with your financial goals.
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 for 3rd party money managers
1
2
MI
01/06/2025 - Present
Secure Asset Management, LLC (TROY MI)
MI
09/17/2015 - 12/31/2021
SCF SECURITIES, INC. (SALINE MI)
MI
04/19/2011 - 04/30/2015
SIGMA FINANCIAL CORPORATION (SALINE MI)
MI
01/09/2003 - 04/21/2011
CANTELLA & CO., INC. (SALINE MI)
NY
06/19/1998 - 01/22/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 06/02/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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