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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 Rupert is an investment advisor representative who has been in the industry for over 40 years. Gregory is currently registered with Ameriprise Financial Services, LLC. Gregory Rupert has a strong track record of providing financial advice and investment management services to individuals, corporations, and other clients. Gregory has been active in the Seattle community for many years and is committed to providing exceptional service to his clients. Gregory's experience with Ameriprise Financial Services, LLC extends back to October 2009, and Gregory has held multiple positions with the firm. Before joining Ameriprise Financial Services, LLC, Gregory worked with a variety of financial firms including RBC Dain Rauscher Inc. and Prudential Securities Incorporated. Gregory's extensive experience and knowledge of the financial industry make him a valuable resource for his clients. Gregory's clients have benefited from his personalized approach to financial planning and investment management. Gregory is dedicated to helping clients achieve their financial goals.
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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2
WA
01/02/2024 - Present
Ameriprise Financial Services, LLC (Seattle WA)
WA
10/05/2009 - 01/03/2024
AMERIPRISE FINANCIAL SERVICES, LLC (SEATTLE WA)
WA
03/03/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SEATTLE WA)
NY
03/02/1998 - 03/16/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
10/09/1991 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NY
05/23/1989 - 10/03/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
08/10/1984 - 06/06/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
08/22/1979 - 11/13/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1987
Series 3 - National Commodity Futures Examination
BC
Issued 06/17/1982
Series 5 - Interest Rate Options Examination
BC
Issued 08/18/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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