Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory K Davis is a financial advisor with AE Wealth Management, LLC, based in Kansas City, Missouri. Gregory is registered in Missouri as an Investment Advisor Representative (IAR) and has a Series 66, Series 7, and SIE licenses. Gregory has worked in the financial industry since 2007 and previously held positions at IBN FINANCIAL SERVICES, INC., NFP ADVISOR SERVICES, LLC, BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC., and UBS FINANCIAL SERVICES INC. Gregory has a strong understanding of the financial markets and has helped numerous clients achieve their financial goals. Gregory K Davis specializes in providing financial planning, investment management, and retirement planning services to individuals and families.
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.
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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MO
10/21/2024 - Present
AE Wealth Management, LLC (Kansas City MO)
MO
01/24/2018 - 12/07/2020
IBN FINANCIAL SERVICES, INC. (Kansas City MO)
MO
05/26/2010 - 03/31/2016
NFP ADVISOR SERVICES, LLC (KANSAS CITY MO)
MO
04/13/2009 - 05/27/2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NY
09/03/2007 - 02/24/2009
UBS FINANCIAL SERVICES INC. (BUFFALO NY)
BOTH
Issued 10/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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