Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Edward Cater is a financial advisor with Cetera Investment Advisers LLC, located in Magnolia, Texas. Gregory has over 7 years of experience in the financial services industry. Gregory holds Series 7, Series 24 and Series 63 licenses and is a Certified Financial Planner. Gregory has previously worked for First Allied Securities, Inc. and First Allied Advisory Services, Inc. Gregory focuses on providing financial planning, portfolio management, and other financial services to a wide range of clients.
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.
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
TX
11/12/2020 - Present
Cetera Investment Advisers LLC (MAGNOLIA TX)
TX
06/29/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (MAGNOLIA TX)
BC
Issued 8/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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