Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Ruley is a financial advisor at Mariner Independent. Gregory has been in the financial services industry for over 27 years. Gregory is a Certified Financial Planner and has passed the Series 6, Series 7, Series 63 and Series 65 exams. Gregory has previously worked at VOYA FINANCIAL ADVISORS, ING FINANCIAL ADVISERS, LLC and AETNA FINANCIAL SERVICES, INC. Gregory is registered to provide investment advisory services in Arizona, California, New York, Ohio, Oklahoma, South Carolina, Tennessee, Texas, and Virginia. Gregory also provides financial planning, pension consulting, and portfolio management for individuals and 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.
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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2
OK
11/19/2024 - Present
Mariner Independent (Tulsa OK)
OK
01/03/2011 - 11/02/2021
VOYA FINANCIAL ADVISORS, INC. (TULSA OK)
OK
06/30/1995 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (TULSA OK)
CT
05/25/1999 - 09/23/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 06/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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