Unclaimed
Gregory Gunther is an Investment Advisor Representative with The Retirement Optimization Group, LLC. Gregory has been in the financial services industry for over 30 years. He has a Series 6, Series 63, and Series 65. He is registered in Alaska, Arizona, Colorado, Hawaii, Maryland, and Texas. Gregory specializes in financial planning, educational seminars, and selection of other advisors. His primary office location is in Honolulu, Hawaii.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
1
2
HI
01/13/2025 - Present
THE Retirement Optimization Group, LLC (HONOLULU HI)
GA
06/06/1994 - 12/31/1996
WMA SECURITIES, INC. (DULUTH GA)
FL
10/28/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 10/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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