Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory John Inzerella is a financial advisor with Avantax Advisory Services. Gregory has been in the industry since January 14, 2003. Gregory is registered with FINRA and is a registered investment advisor in Louisiana. Gregory is also a Certified Public Accountant (CPA). Gregory's firm has an extensive background in financial planning, portfolio management, and pension consulting. Avantax Advisory Services provides financial advice to individuals, businesses, and pension plans. Gregory is also a board member and shareholder of Community First Bancshares 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
LA
10/25/2019 - Present
Avantax Advisory Services (New Iberia LA)
LA
09/23/2008 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (NEW IBERIA LA)
BOTH
Issued 12/02/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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