Unclaimed
Gregory Eisert is a financial advisor with over 40 years of experience in the industry. He is currently registered with LPL Financial LLC in Anchorage, Alaska. Gregory has held prior positions with RAYMOND JAMES FINANCIAL SERVICES, INC., THRIVENT INVESTMENT MANAGEMENT INC., and LUTHERAN BROTHERHOOD SECURITIES CORP.. Gregory is a Chartered Financial Consultant and holds several licenses and certifications. He is also registered with the State of Texas as an Investment Advisor Representative. Gregory specializes in working with high-net-worth individuals, corporations, and other businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AK
07/24/2014 - Present
LPL Financial LLC (ANCHORAGE AK)
AK
09/03/2002 - 12/05/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (ANCHORAGE AK)
MN
07/01/2002 - 09/03/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
04/24/1982 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 02/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/12/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Eisert is the right advisor for you? Invested Better is here to help.