Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Utter is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Gregory is a registered representative in Indiana and Texas. Gregory has been in the financial services industry since 1996. Gregory works with individuals, families, and businesses in the Fort Wayne, Indiana area. Gregory is also the owner of Keystone Wealth Strategies, an investment advisor.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
01/03/2014 - Present
Wells Fargo Advisors Financial Network, LLC (Fort Wayne IN)
IN
05/22/2009 - 05/22/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FORT WAYNE IN)
IN
01/01/2008 - 05/22/2009
WELLS FARGO ADVISORS, LLC (FORT WAYNE IN)
IN
07/13/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FORT WAYNE IN)
NA
02/13/1990 - 09/17/1993
FORT WAYNE SECURITIES CORPORATION
BOTH
Issued 07/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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