Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Gerard Carr has been in the financial services industry since August 16, 1996. Gregory is currently registered with Ameriprise Financial Services, LLC in Minnesota. Gregory has also been registered with First Trust Portfolios L.P. and BondWave LLC. Gregory has passed the Series 66, Series 63, Series 53, Series 24, Series 99TO, SIE, and Series 7 exams. Gregory is registered as an Investment Advisor Representative in California and Minnesota.
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
MN
01/01/2025 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
IL
02/18/2010 - 11/15/2011
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
IL
08/22/2005 - 12/04/2008
BONDWAVE LLC (WHEATON IL)
MO
08/02/1996 - 08/19/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 08/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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