Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Heiple is a financial professional with over 30 years of experience in the industry. Gregory is currently registered with Cetera Investment Advisers LLC in Oklahoma and Texas. Gregory has previously been registered with several other firms including First Allied Securities, Inc., FFP Securities, Inc., and SWS Financial Services. Gregory's expertise lies in financial planning, pension consulting, and portfolio management for individuals and businesses. He is also a licensed investment advisor representative.
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.
1
2
OK
11/12/2020 - Present
Cetera Investment Advisers LLC (NORMAN OK)
OK
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (NORMAN OK)
OK
03/31/2006 - 05/30/2008
FFP SECURITIES, INC. (NORMAN OK)
OK
12/03/1996 - 04/03/2006
SWS FINANCIAL SERVICES (NORMAN OK)
NA
01/03/1994 - 12/03/1996
PATTERSON ICENOGLE, INC.
MO
01/18/1993 - 12/22/1993
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NA
03/07/1990 - 08/10/1992
MARK TWAIN BROKERAGE SERVICES, INC.
NJ
06/21/1988 - 03/05/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
09/09/1987 - 04/05/1988
FIRST AFFILIATED SECURITIES, INC.
IA
Issued 07/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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