Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Michael Davis is an investment advisor representative with United Planners' Financial Services of America a Limited Partner. Gregory has been in the financial industry since 1983 and is registered with the Securities and Exchange Commission (SEC) and FINRA. Gregory also holds the Series 6, 7, 22, and SIE licenses. Gregory has a long history in the investment industry having previously been registered with Grove Point Investments, LLC and New England Securities. Gregory is also the owner of several businesses including First Point Financial and WIPPMAN & ASSOCIATES, both of which are investment related. Gregory is licensed in 29 states and is also registered as an Investment Advisor Representative in Texas and Minnesota.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
08/15/2024 - Present
United Planners' Financial Services OF America A Limited Partner (BULVERDE TX)
MN
02/26/2010 - 08/21/2024
GROVE POINT INVESTMENTS, LLC (ST. LOUIS PARK MN)
MN
12/07/1983 - 03/04/2010
NEW ENGLAND SECURITIES (MINNETONKA MN)
BC
Issued 12/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/05/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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