Verified
Gregory Hill is a financial advisor with Ameriprise Financial Services, LLC. Gregory is based in Palm Desert, CA, and is registered with the state of California and Texas as an investment advisor representative. Gregory holds the Series 63, 65, 66, 7, 31, and SIE licenses and has been in the financial industry since 2003. Gregory has been with Ameriprise since 2017 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Farmers Financial Solutions, LLC, City National Securities, Inc., UBOC Investment Services, Inc., and Salomon Smith Barney Inc. Gregory has a variety of certifications and designations, including Certified Financial Planner. Gregory specializes in providing financial planning, portfolio management, and asset allocation services to individuals, families, trusts, estates, charitable organizations, and 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
08/18/2017 - Present
Ameriprise Financial Services, LLC (Palm Desert CA)
CA
09/29/2011 - 08/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIAN WELLS CA)
CA
10/29/2010 - 09/08/2011
MORGAN STANLEY SMITH BARNEY (PALM DESERT CA)
CA
01/07/2003 - 02/28/2006
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
CA
12/07/2001 - 02/15/2002
CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)
CA
09/05/2000 - 10/16/2000
UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)
NY
10/08/1996 - 01/11/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 11/24/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 10/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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