Unclaimed
Gregory James Genter is an investment advisor representative with SPC, a firm that provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Gregory has been in the industry since 2002 and has been registered with SPC since 2010. Gregory is also a board member of several community organizations. Gregory has a strong track record of success in the financial services industry and is dedicated to providing his clients with the highest level of service.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
08/27/2018 - Present
SPC (ALLEN PARK MI)
MI
02/10/2003 - 12/31/2009
CAPITAL ANALYSTS, INCORPORATED (SOUTHFIELD MI)
MA
06/27/2002 - 01/16/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
02/22/2002 - 06/06/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 08/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2016
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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