Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Yrigollen is an active investment advisor representative with Mutual of Omaha Investor Services, Inc. Gregory has been in the financial services industry since August 15, 1986. Gregory holds Series 6, 7, 26 and 66 securities licenses and has specialized in financial planning, portfolio management for individuals, and selection of other advisors. Gregory has previously worked with Allstate Financial Services, LLC, Pruco Securities, LLC., Princor Financial Services Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, and Pruco Securities Corporation. Gregory is registered in California, Nevada, Idaho, Utah, and holds both Broker-Dealer and Investment Advisor licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Promoter fees and third party money manager fees
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2
CA
01/19/2023 - Present
Mutual OF Omaha Investor Services, Inc. (Sacramento CA)
CA
08/01/2007 - 02/03/2010
ALLSTATE FINANCIAL SERVICES, LLC (SACRAMENTO CA)
CA
01/07/2004 - 02/16/2007
PRUCO SECURITIES, LLC. (FRESNO CA)
IA
06/13/2001 - 12/18/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
06/15/2000 - 06/01/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/15/2000 - 06/01/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
12/12/1983 - 05/31/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 04/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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