Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Vallee has been in the financial industry since February 5, 2003. Gregory currently works for Ameriprise Financial Services, LLC. Gregory has licenses in Maine, New Hampshire, and Texas and is registered in 34 states. Gregory has held various positions in the financial industry, including at Citizens Securities, Inc., Waddell & Reed, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Gregory has expertise in asset allocation services, financial planning, and portfolio management for businesses and individuals.
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
NH
03/01/2021 - Present
Ameriprise Financial Services, LLC (Portsmouth NH)
NH
03/30/2011 - 02/12/2018
CITIZENS SECURITIES, INC. (PORTSMOUTH NH)
NH
08/28/2009 - 04/04/2011
WADDELL & REED, INC. (PORTSMOUTH NH)
NV
12/05/2002 - 06/25/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HENDERSON NV)
MN
12/05/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/26/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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