Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Caldwell is an investment advisor representative with Diversify Wealth Management, LLC. Gregory is a licensed investment advisor in Utah and holds Series 7, 63, and 65 licenses. Gregory has been in the financial industry since September 16, 2013. Gregory specializes in working with high net worth individuals, corporations, and charitable organizations.
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.
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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UT
03/05/2024 - Present
Diversify Wealth Management, LLC (SANDY UT)
BC
Issued 01/30/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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