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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 Dexheimer is a financial advisor currently associated with Edelman Financial Engines. Gregory has been in the industry since 1994 and is registered in Pennsylvania and Texas. He specializes in providing financial planning, portfolio management, and educational seminars. Gregory has experience with a variety of client types, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Before joining Edelman Financial Engines, Gregory worked at Scottsdale Securities, Inc. and Financial Engines Advisors L.L.C..
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
PA
01/05/2023 - Present
Edelman Financial Engines (HARRISBURG PA)
PA
11/12/1998 - 03/07/2018
SCOTTRADE, INC. (HARRISBURG PA)
NY
03/20/1997 - 11/02/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NE
04/04/1995 - 03/06/1997
WATERHOUSE SECURITIES, INC. (OMAHA NE)
PA
03/20/1995 - 03/27/1995
AMERICAN EAGLE INVESTMENTS, INC. (PHILADELPHIA PA)
NY
09/20/1994 - 01/31/1995
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
BOTH
Issued 06/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 03/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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