Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Zott is a financial advisor who has been in the industry since 1979. Gregory is registered with USA Financial Securities LLC and has offices in ADA, MI and Troy, MI. Gregory is a registered investment advisor and has been with USA Financial Securities LLC since 2006. Gregory provides financial planning, portfolio management for individuals, and selection of other advisors. Gregory has been registered with the state of Florida since 2006 and the state of Michigan since 2006.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
03/06/2018 - Present
USA Financial Securities LLC (ADA MI)
MI
05/17/2004 - 07/12/2006
WRP INVESTMENTS, INC. (UTICA MI)
MA
05/26/1995 - 05/17/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NY
04/09/1992 - 05/26/1995
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
FL
04/22/1988 - 03/10/1992
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MA
12/17/1979 - 03/02/1988
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/17/1979 - 03/02/1988
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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