Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Joe Then is a financial advisor with Ameriprise Financial Services, LLC. Gregory has been a registered representative in the securities industry for over 15 years and has held various positions in the industry. Gregory currently holds a Series 6, 7, 10, 24, 63 and 65 licenses. Gregory is a Registered Investment Advisor in the state of Minnesota. Gregory has experience in various areas of financial planning, including asset allocation services, portfolio management, and retirement planning. Gregory works with individual clients, corporations, and trusts/estates.
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
MN
11/10/2015 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
IA
Issued 11/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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