Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Morra has been working in the financial services industry since 1982. Gregory is currently registered with Ameriprise Financial Services, LLC in New Hartford, NY. Gregory's prior experience includes positions at IDS LIFE INSURANCE COMPANY and IDS FINANCIAL SERVICES INC. Ameriprise Financial Services, LLC is a large financial services firm with over $479 billion in assets under management and more than 140,000 clients. The firm provides a wide range of financial planning and investment management services to individuals, businesses, and institutions. Gregory is licensed to sell securities in 12 states and offers a wide range of financial services.
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.
1
2
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (NEW HARTFORD NY)
MN
05/18/1982 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
05/18/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 01/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/14/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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