Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Dwight Teese is a financial professional with over 30 years of experience in the financial services industry. Gregory Dwight Teese is currently registered with Equity Services, Inc. and has been with them since March of 1997. Gregory Dwight Teese is a Series 7, Series 24, Series 28, Series 63, and Series 65 licensed professional. Gregory Dwight Teese has a strong track record of 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VT
05/14/2008 - Present
Equity Services, Inc. (MONTPELIER VT)
VT
04/28/1993 - 11/20/2017
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2020
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 06/14/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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