Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Zedlar is a financial advisor who has been in the industry since 1989. Gregory is currently registered with California Capital Management and has been with the firm since 2004. Gregory is also registered in Arizona, California, Florida, and Texas. Gregory's previous employers include PURSHE KAPLAN STERLING INVESTMENTS, LPL FINANCIAL LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Gregory holds the Series 66, Series 7, and SIE licenses and holds the Chartered Financial Consultant designation. Gregory focuses on providing financial planning and portfolio management services to individuals and small businesses. Gregory specializes in investment planning, retirement planning, and estate planning. Gregory's firm manages approximately $300 million in assets.
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.
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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CA
04/30/2013 - Present
California Capital Management (NORTH HOLLYWOOD CA)
CA
11/03/2014 - 06/26/2015
PURSHE KAPLAN STERLING INVESTMENTS (North Hollywood CA)
CA
06/03/2004 - 11/12/2014
LPL FINANCIAL LLC (NORTH HOLLYWOOD CA)
MN
12/19/1989 - 03/01/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/19/1989 - 03/01/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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