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Gregory Don Robertson

Prudential Annuities Distributors, Inc.

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About Gregory Don Robertson

Gregory Robertson has over 25 years of experience in the financial services industry. Gregory is currently registered with Prudential Annuities Distributors, Inc. in Shelton, CT. Previously, Gregory worked at Transamerica Capital, Inc., Ohio National Equities, Inc., Prudential Annuities Distributors, Inc., Lincoln Financial Distributors, Inc., USAllianz Investor Services, LLC, QA3 Financial Corp., Royal Alliance Associates, Inc., and Dean Witter Reynolds Inc. Gregory holds the Series 63, Series 7, Series 31, and SIE licenses.

Firm Information

Gregory Robertson is currently registered with Prudential Annuities Distributors, Inc.. Prudential Annuities Distributors, Inc. is a corporation formed in September 1987. It is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC. The firm has been the subject of 2 regulatory events and 1 civil event.

Not reported

Assets Under Management

Not reported

Total Clients

554

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Gregory Robertson’s Registration & Firm History

CT

08/29/2022 - Present

Prudential Annuities Distributors, Inc. (SHELTON CT)

CO

10/16/2018 - 08/03/2022

TRANSAMERICA CAPITAL, INC. (DENVER CO)

OH

03/10/2015 - 09/20/2018

OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)

CT

01/06/2015 - 02/19/2015

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

PA

11/01/2005 - 01/02/2015

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

MN

12/13/2004 - 10/03/2005

USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)

NE

07/09/2001 - 09/29/2003

QA3 FINANCIAL CORP. (OMAHA NE)

AZ

11/24/1998 - 07/05/2001

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NY

09/20/1995 - 11/30/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 10/03/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 09/19/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Don Robertson.
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