Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Freeman is a financial advisor with over 40 years of experience in the financial services industry. He holds a Series 63 license, a Series 65 license, a Series 7TO license, a Series 24 license, a Series 40 license and a SIE license. Gregory specializes in retirement planning, college planning, and investment management. Gregory's expertise in the financial services industry will help to manage your assets and make financial plans to meet your goals. Gregory is a registered representative of Valmark Advisers, Inc. and is also an Investment Advisor Representative of Valmark Advisers, Inc. Gregory Freeman is also a Chartered Financial Consultant.
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.
Strategic management for diversified investment portfolios.
Consulting
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
GA
09/27/2022 - Present
Valmark Advisers, Inc. (Ellijay GA)
GA
08/21/2003 - 09/30/2022
KESTRA INVESTMENT SERVICES, LLC (WOODSTOCK GA)
IN
08/14/2000 - 08/18/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 08/18/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
09/21/1978 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 07/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/14/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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