Unclaimed
Gregory Duane Knudsen is a financial professional registered with U.S. Bancorp Investments, Inc. in Charlotte, North Carolina. Gregory has been in the financial services industry since June 2011. Gregory has earned the Series 63, SIE and Series 79 licenses. Gregory is licensed to conduct business in Missouri.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
06/27/2011 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
BC
Issued 10/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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