Unclaimed
Gregory Trebil is a financial advisor with Tradition Wealth Management LLC. Gregory has been in the financial services industry since 1998. Gregory is registered with the state of Minnesota and holds the Series 7 and Series 66 licenses. Gregory has a Certified Financial Planner designation. Gregory specializes in providing financial planning, investment management, and 1031 exchange consulting services. Gregory has experience working with individuals, families, businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
1031 exchange 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.
A percentage of the total value of assets under management is charged.
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2
MN
08/25/2017 - Present
Tradition Wealth Management LLC (EDINA MN)
MN
11/26/2013 - 03/08/2017
MORGAN STANLEY (MINNEAPOLIS MN)
MN
03/22/1999 - 09/02/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/22/1999 - 09/02/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/10/1998 - 01/28/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 12/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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