Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Keil is an investment advisor representative at Stifel Independent Advisors, LLC. Gregory has been working in the financial industry for over 20 years and has experience with various financial services. Gregory is registered in 33 states, including Alabama, Alaska, Arizona, California, Colorado, Delaware, and more. Gregory offers a wide range of financial planning and investment services to individuals, businesses, and institutions.
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.
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.
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2
PA
04/25/2022 - Present
Stifel Independent Advisors, LLC (EDINBORO PA)
PA
12/17/2018 - 04/28/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Edinboro PA)
PA
03/05/2007 - 12/17/2018
CUSO FINANCIAL SERVICES, L.P. (HARRISBURG PA)
PA
08/21/2001 - 03/07/2007
EDWARD JONES (ERIE PA)
BC
Issued 08/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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