Unclaimed
Gregory C. Speier is a financial advisor who has been in the industry since 2010. Gregory is registered with Valic Financial Advisors, Inc. and is licensed to provide advisory services in Alabama, Alaska, California, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kansas, Kentucky, Maryland, Massachusetts, Montana, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and Washington. Gregory specializes in providing financial planning and portfolio management services for individuals.
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.
Recommend wrap accounts to clients
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.
1
2
MD
09/01/2016 - Present
Valic Financial Advisors, Inc. (LINTHICUM HEIGHTS MD)
BOTH
Issued 08/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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