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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Headrick is a financial advisor at Northwest Asset Management. Gregory has been a registered representative since 1992 and has a total of 14 years of experience in the financial services industry. Gregory specializes in providing financial planning, portfolio management, and tax preparation services to individuals, businesses, and charitable organizations. Gregory is a Certified Financial Planner™ and has a strong track record of helping clients achieve their financial goals. Gregory's previous experience includes working at UBS Financial Services Inc. and Piper Jaffray & Co. Gregory is a dedicated and experienced financial advisor who is committed to providing clients with personalized service and sound financial advice.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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
WA
10/09/2008 - Present
Northwest Asset Management (MERCER ISLAND WA)
WA
08/21/2008 - 01/02/2013
PURSHE KAPLAN STERLING INVESTMENTS (MERCER ISLAND WA)
WA
08/12/2006 - 08/29/2008
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
WA
09/28/1992 - 08/12/2006
PIPER JAFFRAY & CO. (SEATTLE WA)
IA
Issued 02/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1992
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 10/08/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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