linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gregory Lee Gease

American Global Wealth Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gregory? Claim Your Profile

About Gregory Lee Gease

Gregory Gease is an investment advisor at American Global Wealth Management, Inc., and has been in the industry for over 25 years. Gregory is registered to conduct business in Georgia, Ohio, and South Carolina. Gregory holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Gregory was previously registered with Cape Securities Inc., PlanMember Securities Corporation, CBIZ Financial Solutions, Inc., National Planning Corporation, and Nationwide Investment Services Corporation.

Firm Information

Gregory Gease is currently registered with American Global Wealth Management, Inc.. American Global Wealth Management, Inc. is a corporation formed in February 1977. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gregory Gease’s Registration & Firm History

GA

05/01/2017 - Present

American Global Wealth Management, Inc. (McDonough GA)

GA

01/30/2018 - 04/16/2020

CAPE SECURITIES INC. (MCDONOUGH GA)

GA

01/07/2009 - 05/02/2017

PLANMEMBER SECURITIES CORPORATION (ATLANTA GA)

GA

04/02/2005 - 12/31/2008

CBIZ FINANCIAL SOLUTIONS, INC. (ATLANTA GA)

CA

06/13/2000 - 04/01/2005

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

OH

10/24/1996 - 05/11/2000

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

Not sure if Gregory Lee Gease is right for you?

Licenses & Designations

IA

Issued 03/31/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2011

Series 7 - General Securities Representative Examination

BC

Issued 10/22/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Lee Gease.
Not sure if Gregory Lee Gease is right for you?