Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Vermeulen is a financial advisor with over 30 years of experience in the financial services industry. Gregory is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) and specializes in financial planning, pension consulting, selection of other advisors, and portfolio management. Gregory has served clients in various capacities throughout his career, working with high net worth individuals, corporations and businesses, and charitable organizations. Gregory is currently associated with SFG Wealth Management in Towson, Maryland. SFG Wealth Management is a registered investment advisor that provides investment advisory services through a team of experienced financial professionals.
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.
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
12/16/2016 - Present
SFG Wealth Management (TOWSON MD)
MD
05/03/1999 - 08/07/2006
PARK AVENUE SECURITIES LLC (TOWSON MD)
NY
04/08/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
10/16/1985 - 04/10/1991
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BOTH
Issued 04/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Vermeulen is the right advisor for you? Invested Better is here to help.
