Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Harris is a financial advisor at Arkadios Wealth Advisors. Gregory has been working in the financial industry since 2015. Gregory holds a Series 66 and Series 7 license and has passed the Securities Industry Essentials Examination. Gregory is registered with the state of Texas and Florida. Gregory provides financial planning, pension consulting, and portfolio management services to individuals. Gregory is committed to helping clients reach their financial goals.
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.
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.
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2
TX
10/04/2021 - Present
Arkadios Wealth Advisors (Angleton TX)
TX
03/25/2015 - 10/18/2021
SAGEPOINT FINANCIAL, INC. (ANGLETON TX)
BOTH
Issued 04/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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