Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Griffin is a financial advisor with Gradient Advisors, LLC. Gregory is based in Arden Hills, MN and has been working in the financial services industry since 1995. Gregory is registered as an investment advisor representative in Nevada and has a Series 63 and 65 license. Gregory is also registered as an Investment Advisor Representative with the following firms: EQ FINANCIAL CONSULTANTS, INC., THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, and MUTUAL OF OMAHA INVESTOR SERVICES, INC.. Gregory specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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.
Referral fees
1
2
MN
09/22/2022 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
NY
07/24/1997 - 09/18/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
07/24/1997 - 09/18/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NE
09/05/1995 - 07/16/1997
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 04/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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