Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Burkhart is a financial advisor registered with EFS Advisors. Gregory has been a Registered Representative since September 2001. Gregory holds a Series 63 license issued by the state of Minnesota. Gregory is also licensed in Florida, Iowa, Minnesota, North Dakota, Texas, and Wisconsin. Gregory has also taken the SIE and Series 6 exams. Gregory's prior employment includes VALIC Financial Advisors, INC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
MN
01/25/2023 - Present
EFS Advisors (Apple Valley MN)
MN
09/12/2001 - 01/20/2023
VALIC FINANCIAL ADVISORS, INC. (LAKEVILLE MN)
BC
Issued 10/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Burkhart is the right advisor for you? Invested Better is here to help.
