Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory James Pelachik is a financial advisor who has been in the industry since 2008. He is currently registered with Ameriprise Financial Services, LLC. Gregory is licensed to provide financial advice in California. His previous experience includes working with Comerica Securities, Wells Fargo Clearing Services, LLC, and Wells Fargo Investments, LLC. He holds the Series 66, Series 7, and SIE licenses. Gregory also has experience in providing financial planning services to clients. He has been actively involved in the community and is on the board of directors for Pelachik.
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.
Asset allocation 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.
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CA
11/03/2023 - Present
Ameriprise Financial Services, LLC (Costa Mesa CA)
CA
10/18/2023 - 11/03/2023
COMERICA SECURITIES (COSTA MESA CA)
CA
12/14/2010 - 03/23/2022
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
CA
06/21/2006 - 12/15/2010
WELLS FARGO INVESTMENTS, LLC (VILLA PARK CA)
BOTH
Issued 07/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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