Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Hanson is a financial advisor with Ameriprise Financial Services, LLC. Gregory has been in the financial services industry since 1989. Gregory holds Series 6, 7, 24, 63, and 65 licenses. Gregory is a Chartered Financial Consultant. Gregory has previous experience with INVESTMENT PROFESSIONALS, INC., WELLS FARGO INVESTMENTS, LLC, MARQUETTE FINANCIAL GROUP, INC., ESSEX NATIONAL SECURITIES, INC., WELLS FARGO SECURITIES INC., RUSHMORE SECURITIES CORPORATION, BROKERS TRANSACTION SERVICES, INC., INVEST FINANCIAL CORPORATION and GNA SECURITIES, INC. Gregory has a branch office located at 2681 MacArthur Blvd Ste 306 in Lewisville, TX and another location in Flower Mound, TX.
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.
Asset allocation services
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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2
TX
06/22/2018 - Present
Ameriprise Financial Services, LLC (Lewisville TX)
TX
05/22/2003 - 09/12/2018
INVESTMENT PROFESSIONALS, INC. (Southlake TX)
CA
07/31/2002 - 05/29/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
05/01/1998 - 07/30/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
CA
04/28/1997 - 05/01/1998
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
10/30/1996 - 04/30/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
TX
01/14/1994 - 10/29/1996
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
TX
03/08/1993 - 12/31/1993
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
WI
04/12/1991 - 12/31/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
VA
05/31/1989 - 01/10/1991
GNA SECURITIES, INC. (GLEN ALLEN VA)
IA
Issued 08/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1991
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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