Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Vahrenberg is a financial advisor with over 30 years of experience in the financial services industry. Gregory is currently registered with Raymond James & Associates, Inc. and previously worked with Piper Jaffray & Co., Country Club Financial Services, Inc., Mark Twain Brokerage Services, Inc., Marjac Securities, Inc., and George K. Baum & Company. Gregory holds a variety of licenses and registrations, including Series 7, 24, 50, 52, 53, 63, and 79. Gregory specializes in providing investment advisory services for high-net-worth individuals, corporations, and other 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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
KS
12/20/2018 - Present
Raymond James & Associates, Inc. (Leawood KS)
KS
04/16/1998 - 12/14/2018
PIPER JAFFRAY & CO. (LEAWOOD KS)
MO
08/17/1995 - 02/27/1998
COUNTRY CLUB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NA
02/08/1993 - 03/31/1994
MARK TWAIN BROKERAGE SERVICES, INC.
NA
08/27/1991 - 01/01/1993
MARJAC SECURITIES, INC.
MO
08/31/1988 - 07/13/1990
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
BC
Issued 10/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/1993
Series 24 - General Securities Principal Examination
BC
Issued 05/05/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/06/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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