Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Charles Horstman is a financial advisor with Avantax Advisory Services. Gregory has been in the financial industry since 2014. Gregory has Series 6, Series 63, and Series 65 securities licenses. Gregory is registered to provide investment advisory services in Indiana. Gregory is also a registered representative of Avantax Advisory Services and is registered to offer investment advisory services to individuals, corporations and pension plans. Gregory also offers financial planning, educational seminars and selection of other advisors.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
12/06/2022 - Present
Avantax Advisory Services (DALLAS TX)
IN
05/05/2014 - 05/15/2015
PRUCO SECURITIES, LLC. (FORT WAYNE IN)
IA
Issued 12/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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