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 Voetberg is a financial advisor with Ameriprise Financial Services, LLC. Gregory has been in the financial services industry since April 21, 2000. Gregory has a Series 63, 65, 66, 7, 9, 10, 24, and 31 licenses. Gregory is registered with the state of Washington and Texas. Gregory is also registered with the Financial Industry Regulatory Authority (FINRA). Ameriprise Financial Services, LLC is an investment advisor and broker-dealer that offers a variety of financial products and services, including financial planning, investment management, insurance, and retirement planning. The firm is headquartered in Minneapolis, Minnesota and has offices throughout the United States.
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
WA
02/17/2009 - Present
Ameriprise Financial Services, LLC (Bellevue WA)
WA
11/01/2005 - 01/13/2009
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
MO
04/17/2000 - 10/08/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
02/24/1997 - 04/28/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 11/03/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/01/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1997
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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