Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Eastman is a financial advisor at Ameriprise Financial Services, LLC in Chandler, Arizona. Gregory has been in the financial services industry since August 19, 1997. Gregory holds Series 3, 7, 24, 63, 65, and 66 licenses and has been registered with FINRA since 2002. Gregory is also registered with the state of Texas as an Investment Advisor Representative. In addition to his financial advisor role, Gregory also owns a consulting business, which is not investment-related.
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.
Asset allocation services
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
AZ
04/05/2022 - Present
Ameriprise Financial Services, LLC (Chandler AZ)
AZ
09/24/2007 - 04/07/2022
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
NE
04/16/2007 - 06/28/2007
SECURITIES AMERICA, INC. (OMAHA NE)
NE
06/26/2006 - 08/21/2006
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
06/26/2002 - 03/03/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
05/31/2002 - 06/17/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MN
06/13/1997 - 06/13/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NJ
06/01/1994 - 06/20/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 04/02/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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