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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Fuller is a financial advisor registered with Kestra Advisory Services, LLC and has been in the industry since 2003. Gregory is a licensed investment advisor representative in Nebraska and Texas, having passed the Uniform Investment Adviser Law Examination (Series 65). Gregory is a registered representative in over 50 states and has a strong background in providing a variety of financial services, including investment management for individuals and businesses, financial planning, and pension consulting.
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.
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2
NE
08/09/2021 - Present
Kestra Advisory Services, LLC (Omaha NE)
NE
03/11/2011 - 06/03/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
05/12/2006 - 02/11/2011
QA3 FINANCIAL CORP. (OMAHA NE)
NE
04/22/2006 - 05/09/2006
TD AMERITRADE, INC. (BELLEVUE NE)
NE
05/08/2003 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
IA
Issued 07/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/13/2006
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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