Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Robert Dukes is an investment advisor representative associated with MFA Wealth Advisors, LLC and Moralis Technologies, LLC. Gregory has been in the industry since October of 2002. Gregory is a registered investment advisor representative in Pennsylvania and Texas. Gregory is also licensed to sell securities in Pennsylvania. Gregory has a strong background in financial planning and portfolio management. Gregory specializes in working with high net worth individuals, corporations, pension and profit sharing plans, charitable organizations and individuals. Gregory is dedicated to providing his clients with personalized financial advice that meets their individual needs.
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.
Helps you choose top advisors aligned with your financial goals.
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
PA
04/30/2018 - Present
MFA Wealth Advisors, LLC (PITTSBURGH PA)
PA
07/16/2008 - 10/06/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)
PA
10/11/2002 - 05/12/2008
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (SEVEN FIELDS, PA)
IA
Issued 04/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/06/2014
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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