Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Petrie is a financial advisor with Blackridge Asset Management, LLC. Gregory has been working in the financial services industry since 1997. Gregory is registered with the state of Minnesota to provide investment advisory services. He is also registered with the state of Arizona and Minnesota to provide securities-related services. Gregory holds Series 7, Series 31, and Series 63 securities licenses. He also holds the SIE and Series 65 licenses. Gregory offers financial planning, educational seminars, and portfolio management services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
FL
03/11/2021 - Present
Blackridge Asset Management, LLC (JUPITER FL)
MN
09/29/2020 - 02/26/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDINA MN)
MN
09/08/2015 - 07/16/2020
PEAK BROKERAGE SERVICES, LLC (Bloomington MN)
MN
04/18/2011 - 09/03/2015
NEXT FINANCIAL GROUP, INC. (EDEN PRAIRIE MN)
MN
10/27/2010 - 12/31/2010
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
12/12/2000 - 11/09/2010
AMERIPRISE FINANCIAL SERVICES, INC. (EDEN PRAIRIE MN)
MN
12/12/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/01/1997 - 09/05/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/01/1997 - 09/05/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
WI
06/03/1997 - 08/27/1997
SII INVESTMENTS, INC. (APPLETON WI)
NY
04/03/1996 - 05/09/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 04/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Petrie is the right advisor for you? Invested Better is here to help.
