Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Ishmael Herman -giddens is a financial advisor registered with Verity Asset Management, a firm based in Durham, NC. Gregory has been in the financial services industry since 2001 and has a Series 6, Series 63, and SIE license. Gregory is a Certified Financial Planner and offers investment advisory services. Gregory also works for Trust Counsel and TrustProtector, LLC.
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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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
NC
07/29/2011 - Present
Verity Asset Management (DURHAM NC)
SC
03/27/2003 - 09/15/2005
ATLANTIC CAPITAL SECURITIES, LLC (GREENVILLE SC)
CO
09/27/2001 - 02/13/2002
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
BC
Issued 10/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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