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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lyle Schepens is a financial advisor with Ameriprise Financial Services, LLC. Gregory has been in the industry since 2002 and has been registered with the firm since November 2023. Gregory is licensed in multiple states and holds the Series 7 and Series 66 licenses. Gregory is also a Certified Financial Planner. Gregory has experience working with clients in a variety of sectors, including individuals, trusts, estates, insurance companies, charitable organizations, pension and profit sharing plans, and corporations.
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
TX
11/03/2023 - Present
Ameriprise Financial Services, LLC (Austin TX)
TX
02/10/2012 - 11/03/2023
COMERICA SECURITIES (AUSTIN TX)
TX
12/11/2009 - 04/30/2010
CUSO FINANCIAL SERVICES, L.P. (AUSTIN TX)
TX
07/26/2001 - 06/09/2009
WELLS FARGO INVESTMENTS, LLC (AUSTIN TX)
NJ
01/05/2000 - 08/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 01/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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