Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Apple is a financial advisor in Westerville, OH. Gregory is affiliated with Onedigital Investment Advisors. Gregory has been in the financial services industry since 1992. Gregory is licensed to provide investment advice in the state of Ohio.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
08/16/2023 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
OH
07/28/2020 - 07/07/2023
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NJ
09/29/1999 - 07/20/2011
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MA
10/14/1992 - 09/27/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/14/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 10/01/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/21/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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