Unclaimed
Gregory Parsons is a financial advisor with Ameriprise Financial Services, LLC, with over 15 years of experience in the financial industry. Gregory is registered to offer advisory services in 51 states and the District of Columbia. Gregory has specialized expertise in financial planning, portfolio management, and pension consulting. Gregory holds a Series 7 and Series 66 license, and is a registered representative in New York, Pennsylvania, and Texas. In addition to being a financial advisor, Gregory is an independent insurance broker and is involved in consulting.
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.
Asset allocation services
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
TX
11/20/2019 - Present
Ameriprise Financial Services, LLC (Kaufman TX)
TX
06/22/2010 - 11/08/2019
AMERIPRISE FINANCIAL SERVICES, INC. (HURST TX)
MN
01/04/2010 - 06/11/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (MANKATO MN)
MN
04/23/2008 - 10/13/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MANKATO MN)
BOTH
Issued 05/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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