Unclaimed
Gregory Vermeer is a financial advisor with pfs investments inc., located in Bettendorf, IA. Gregory has over 30 years of experience in the industry and is registered to provide investment advice in numerous states. Gregory is passionate about helping clients reach their financial goals and has a proven track record of success. He offers a range of investment advisory services, including portfolio management for individuals and businesses. Gregory is dedicated to providing personalized financial advice tailored to meet each client's unique needs.
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.
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.
A percentage of the total value of assets under management is charged.
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IA
10/17/2011 - Present
PFS Investments Inc. (BETTENDORF IA)
IA
Issued 06/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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