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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Mueller is a financial advisor with SPC. Gregory has been in the financial industry since 2012. Gregory holds the Series 6, 7, 63, and 65 securities licenses. Gregory is also a registered investment advisor in several states. Gregory's previous experience was with Thrivent Investment Management Inc. Gregory has experience working with individuals, businesses, and pension plans. Gregory also offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management 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.
Consultation 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.
Seminar attendance fees
1
2
MI
10/08/2024 - Present
SPC (ANN ARBOR MI)
KY
07/13/2012 - 01/12/2015
THRIVENT INVESTMENT MANAGEMENT INC. (HEBRON KY)
IA
Issued 03/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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