Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Robertson is a financial professional with over 20 years of experience in the industry. Gregory is currently registered with Woodmen Financial Services, Inc. in Omaha, Nebraska. Gregory is licensed to sell securities in Illinois, Kentucky, Missouri, Tennessee and Texas. Gregory holds the Series 6, Series 26 and Series 63 licenses, as well as the SIE exam.
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.
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.
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NE
06/04/2002 - Present
Woodmen Financial Services, Inc. (OMAHA NE)
BC
Issued 03/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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