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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 Pitts is a financial advisor at United Advisors America. Gregory has been working in the industry since 2000 and has experience with both individuals and institutions. Gregory specializes in providing financial planning, portfolio management, and pension consulting services. Gregory is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
05/22/2024 - Present
United Advisors America (PROSPER TX)
OK
09/08/2000 - 08/31/2010
FARMERS FINANCIAL SOLUTIONS, LLC (SAND SPRINGS OK)
IL
04/05/2000 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 08/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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