Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Burrell is a financial advisor with over 35 years of experience in the industry. Gregory is currently registered with Osaic Wealth, Inc. in Colorado Springs, CO and is licensed in numerous states including Colorado, Florida, North Carolina, and Texas. Gregory is also a board member for the Catholic Foundation of the Diocese of Colorado Springs and a licensed insurance agent. Gregory specializes in financial planning, portfolio management, and pension consulting. He is also a certified Chartered Financial Consultant.
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.
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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CO
01/19/2024 - Present
Osaic Wealth, Inc. (COLORADO SPRINGS CO)
CO
02/03/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
03/25/2017 - 02/05/2020
MML INVESTORS SERVICES, LLC (Colorado Springs CO)
CO
11/21/1988 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
11/21/1988 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLORADO SPRINGS CO)
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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