Unclaimed
Gregory Waters is a financial advisor with Investors Asset Management of Georgia Inc. Gregory has been in the financial industry since 1987 and holds the Series 7 and Series 63 licenses. Gregory is registered with the state of Georgia and Texas. He is a registered investment advisor representative and is a member of the firm's financial planning team. Gregory's prior employment history includes working for Cambridge Investment Research, Inc., Allen C. Ewing & Co., Capital Research Corporation, Buckhead Financial Corporation, Walnut Street Securities, Inc., IFG Network Securities, Inc., Investors Asset Management, Inc., and American Express Financial Advisors Inc. Gregory specializes in retirement planning, college savings, and estate planning. He has experience working with high-net-worth individuals and other investors. Gregory can help you with your financial needs, including asset management, financial planning, and portfolio management.
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.
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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2
GA
03/30/2011 - Present
Investors Asset Management OF Georgia Inc. (Braselton GA)
NC
12/10/2001 - 12/31/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (SOUTHERN SHORES NC)
FL
01/01/2000 - 12/12/2001
ALLEN C. EWING & CO. (JACKSONVILLE FL)
FL
11/18/1997 - 01/01/2000
CAPITAL RESEARCH CORPORATION (JACKSONVILLE FL)
NA
06/07/1996 - 12/11/1996
BUCKHEAD FINANCIAL CORPORATION
CA
03/15/1991 - 06/18/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
GA
10/29/1990 - 03/18/1991
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
01/12/1990 - 11/13/1990
INVESTORS ASSET MANAGEMENT, INC.
MN
04/21/1987 - 12/15/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 04/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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