Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Hakim is a financial advisor with Ameriprise Financial Services, LLC. Gregory has been working in the financial services industry since September 2001. Gregory is registered with the state of California and is a registered representative with FINRA. Gregory holds Series 66, Series 7 and SIE licenses. Gregory is also registered with the state of Colorado as an Investment Advisor Representative. Gregory has a strong track record of helping clients achieve their financial goals and has experience working with individuals, families, businesses and institutions. Gregory is committed to providing his clients with personalized financial advice and guidance.
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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CA
10/27/2023 - Present
Ameriprise Financial Services, LLC (San Diego CA)
MN
09/04/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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