Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Vasher is a financial advisor at Avantax Advisory Services, a firm based in Dallas, TX. Gregory has been in the industry since 1999 and has a strong background in financial planning, investment management, and insurance. Gregory has experience working with individuals, families, and businesses to develop and implement financial plans that meet their needs. Gregory is committed to helping clients achieve 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
08/28/2023 - Present
Avantax Advisory Services (DALLAS TX)
GA
03/25/2017 - 08/30/2023
MML INVESTORS SERVICES, LLC (SAVANNAH GA)
GA
12/10/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAVANNAH GA)
MI
11/21/2011 - 12/01/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (KENTWOOD MI)
MI
02/25/2010 - 04/15/2011
CHASE INVESTMENT SERVICES CORP. (GRAND RAPIDS MI)
MI
11/13/2009 - 02/12/2010
PNC INVESTMENTS (ALLENDALE MI)
MI
09/05/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (GRAND RAPIDS MI)
MI
02/02/2007 - 09/02/2008
HARBOUR INVESTMENTS, INC. (ROCKFORD MI)
MI
08/23/2006 - 02/09/2007
NEW ENGLAND SECURITIES (GRAND RAPIDS MI)
MI
10/22/2004 - 07/26/2006
MML INVESTORS SERVICES, INC. (GRAND RAPIDS MI)
NJ
08/26/2002 - 10/21/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
MN
06/12/1998 - 08/24/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/12/1998 - 08/24/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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