Unclaimed
Gregory Rasmussen is a financial advisor with Empower Advisory Group, LLC. Gregory has been in the financial industry since 2020 and has passed the Series 7TO, SIE, Series 63, and Series 66 exams. Gregory is registered with the state of New Hampshire as an Investment Advisor Representative. Gregory is also registered with the state of Massachusetts as an Investment Advisor Representative. Gregory specializes in providing financial planning and portfolio management services to high-net-worth individuals, corporations, and charitable organizations. Gregory has a strong understanding of the financial markets and a commitment to providing clients with personalized financial advice.
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.
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.
1
2
CO
10/04/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 09/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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