Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Phelps is a financial advisor with Allworth Financial, LP. Gregory is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. He has held previous positions at BirchTree Financial Services, Inc., Goldman, Sachs & Co., and Dean Witter Reynolds Inc. Gregory is licensed in Nevada and holds the Series 63, 66, 7, and 31 securities licenses. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
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
NV
03/24/2023 - Present
Allworth Financial, LP (Las Vegas NV)
MN
02/20/2002 - 04/15/2005
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
NY
11/16/2000 - 12/03/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
05/16/1995 - 11/06/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 11/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 05/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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