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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 Mark Kass is a registered investment advisor representative with Cetera Investment Advisers LLC. Gregory has been in the financial services industry since May 11, 2019. He is currently registered in Louisiana and Mississippi. Prior to Cetera Investment Advisers LLC, Gregory was employed by Hancock Whitney Investment Services, Inc. and Edward Jones. Gregory has Series 7, Series 66 and SIE licenses. Gregory holds a Bachelor of Arts in Finance from Louisiana State University. Gregory provides portfolio management for businesses and individuals, financial planning and educational seminars. He is also affiliated with Hancock Whitney Bank and Cetera Investment Services LLC.
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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LA
08/10/2022 - Present
Cetera Investment Advisers LLC (NEW ORLEANS LA)
LA
01/06/2020 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (NEW ORLEANS LA)
LA
06/21/2018 - 02/14/2019
EDWARD JONES (BELLE CHASSE LA)
BOTH
Issued 07/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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