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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Emil Karels is an active investment advisor representative with Cetera Investment Advisers LLC based in HILTON HEAD, SC. Gregory Karels has been in the financial services industry since 1994. He has worked for several firms in the past including Legacy Financial Services, Inc., Securities America, Inc., 1717 Capital Management Company, MML Investors Services, Inc. and Sun Investment Services Company. Gregory Karels is registered in Arizona, California, and South Carolina.
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
SC
03/21/2024 - Present
Cetera Investment Advisers LLC (HILTON HEAD SC)
CA
10/03/2002 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (SAN LUIS OBISPO CA)
NE
03/02/2001 - 10/02/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
03/05/1999 - 03/01/2001
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
DE
08/25/1997 - 03/08/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
10/04/1996 - 08/18/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
08/31/1994 - 10/02/1996
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 03/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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