Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Litts is a financial advisor with Avidian Wealth Solutions in Houston, TX. Gregory has been in the financial services industry since 1993. Gregory is a registered Investment Advisor Representative in Texas. Prior to joining Avidian Wealth Solutions, Gregory worked at RJ Capital. Gregory has a wide range of experience in the financial services industry, including portfolio management, financial planning and educational seminars.
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.
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.
Mgmt of pooled investment vehicles
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2
TX
01/18/2023 - Present
Avidian Wealth Solutions (HOUSTON TX)
TN
01/02/2000 - 04/10/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
RI
03/29/1996 - 01/29/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MN
08/31/1994 - 03/15/1996
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NJ
05/13/1993 - 08/25/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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