Unclaimed
Gregory Sporer is a financial advisor with over eight years of experience in the financial services industry. Gregory is registered with Valic Financial Advisors, Inc., and holds Series 6, 7, 63, and 65 licenses. Gregory has experience providing financial planning and investment advice to individuals and corporations. Gregory has also worked as a non-securities insurance agent. Gregory is committed to providing clients with personalized financial advice and strategies to help them 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
1
2
MN
08/05/2019 - Present
Valic Financial Advisors, Inc. (EDINA MN)
WI
02/01/2017 - 07/01/2019
THE HUNTINGTON INVESTMENT COMPANY (GREEN BAY WI)
WI
10/25/2016 - 02/01/2017
LPL FINANCIAL LLC (TOWNSEND WI)
WI
04/30/2014 - 10/19/2016
PRUCO SECURITIES, LLC. (APPLETON WI)
IA
Issued 06/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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