Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory David Oviatt is a financial advisor currently registered with Boyd Watterson Asset Management, LLC. Gregory has been a financial advisor since 2000 and has experience working with individuals, businesses, and institutions. Gregory holds a Series 6 and Series 63 licenses and is also a Chartered Financial Analyst. Gregory's previous experience includes working with Funds Distributor, Inc. in Birmingham, Michigan and Incore Capital Management in Birmingham, Michigan.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
11/01/2019 - Present
Boyd Watterson Asset Management, LLC (CLEVELAND OH)
MI
10/05/2005 - 09/10/2007
FUNDS DISTRIBUTOR, INC. (BIRMINGHAM MI)
BC
Issued 02/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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