Unclaimed
Gregory Fuerst is a financial advisor with over 30 years of experience in the industry. Gregory has been registered with the Securities and Exchange Commission since 1989. Gregory has been a registered representative of RBC Capital Markets, LLC since 2020, where Gregory specializes in providing portfolio management, financial planning, and pension consulting services to a variety of clients, including individuals, families, businesses, and institutions. Previously Gregory worked for Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Gregory has a wide range of experience in the financial services industry, including experience in securities, commodities, and investment advisory services. Gregory is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
WI
04/01/2020 - Present
RBC Capital Markets, LLC (Sheboygan WI)
WI
04/17/1997 - 04/07/2020
WELLS FARGO CLEARING SERVICES, LLC (FOND DU LAC WI)
MO
01/22/1991 - 04/23/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
WI
06/25/1990 - 10/11/1990
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
03/21/1989 - 06/27/1990
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 06/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/23/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2010
Series 3 - National Commodity Futures Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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