Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Allen Swoverland is a financial advisor at IP Financial Advisory Services LLC. Gregory has been in the financial services industry since 2004. He has a broad range of experience in the industry, including working as a financial advisor at Ameriprise Financial Services, Inc. and RBC Capital Markets, LLC. Gregory is also a firefighter for the City of Maple Grove, Minnesota. He has licenses and certifications in Minnesota and North Carolina. Gregory is dedicated to providing his clients with personalized financial advice and guidance. He specializes in financial planning, portfolio management for individuals and businesses, and consulting services to qualified retirement plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
08/20/2020 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
MN
01/17/2018 - 11/05/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
01/25/2002 - 11/15/2017
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
BOTH
Issued 06/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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