Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Crupi is an Investment Advisor Representative at Gradient Advisors, LLC, located in Arden Hills, Minnesota. Gregory has been in the financial industry for over a decade. Gregory has a strong background in providing investment advice to individuals and businesses. Gregory has experience working with various clients, including high-net-worth individuals, corporations, and pension plans. Gregory holds the Series 6, Series 63, and Series 65 licenses. Gregory is also a licensed insurance agent, offering insurance and annuity products through Thrive Financial, 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.
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
09/19/2023 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
MI
05/23/2018 - 01/07/2020
REGULUS ADVISORS, LLC (KENTWOOD MI)
ME
05/26/2016 - 04/18/2018
BANKERS LIFE SECURITIES, INC. (SCARBOROUGH ME)
ME
06/24/2013 - 05/26/2016
PROEQUITIES, INC. (SCARBOROUGH ME)
IA
Issued 12/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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