Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Herrling is a financial advisor with over 14 years of experience in the industry. Gregory is a Certified Financial Planner and has been registered with Raymond James Financial Services Advisors, Inc. since March 2023. Previously, Gregory was employed with U.S. Bancorp Investments, Inc. and Wells Fargo Investments, LLC. Gregory specializes in retirement planning, college savings, and investment management. Gregory provides advisory services to individuals, families, and businesses. Gregory is committed to helping clients achieve their financial goals. Gregory's clients appreciate his personalized approach and his ability to explain complex financial concepts in a clear and concise manner.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
04/05/2023 - Present
Raymond James Financial Services Advisors, Inc. (Bellingham WA)
WA
01/26/2010 - 04/03/2023
U.S. BANCORP INVESTMENTS, INC. (BELLINGHAM WA)
OR
12/11/2008 - 02/01/2010
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
OR
11/03/2008 - 12/15/2008
METLIFE SECURITIES INC. (LAKE OSWEGO OR)
BOTH
Issued 11/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/01/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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