Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Addison is an Investment Advisor Representative at Professional Asset Management, Inc., a firm that offers financial planning and portfolio management for individuals. Gregory holds the Series 65 license and has been in the industry since September 2012. Gregory is registered with the state of Kansas and has been working with clients in the area since September 2018. The firm offers a range of financial planning services, including insurance consulting, and manages assets for individuals and high-net-worth individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Insurance consulting
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.
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KS
09/27/2018 - Present
Professional Asset Management, Inc. (Lenexa KS)
IA
Issued 02/04/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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