Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory E. Miller is an investment advisor representative who has been in the financial industry since 1988. Gregory is currently registered with Ameriprise Financial Services, LLC and is located in East Lansing, Michigan. Prior to joining Ameriprise Financial Services, LLC, Gregory worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and CITIGROUP GLOBAL MARKETS INC. Gregory specializes in providing financial planning services, asset allocation services, portfolio management for individuals and businesses, and pension consulting. Gregory is licensed to provide investment advisory services in Michigan and Texas.
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.
Asset allocation services
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.
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2
MI
09/13/2019 - Present
Ameriprise Financial Services, LLC (East Lansing MI)
MI
02/13/2009 - 09/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAST LANSING MI)
MI
01/06/2005 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (EAST LANSING MI)
MO
07/01/2003 - 01/06/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/25/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/03/1993 - 06/09/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/26/1989 - 10/03/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/25/1987 - 01/30/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 06/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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