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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Robert Reynolds is a financial advisor currently registered with Cetera Investment Advisers LLC. Gregory is a registered representative and investment advisor representative and holds multiple securities licenses. Gregory has been working in the financial industry since 2009 and has worked with various financial firms including Foresters Financial Services, Inc. and Cetera Investment Services LLC. Gregory has a broad range of experience and has previously held positions with firms in San Diego, CA, ST Cloud, MN and Morro Bay, CA. Gregory has specialized in providing financial advisory services for individuals and businesses. He has been recognized as a top producer in the financial services industry and is committed to providing his clients with the highest level of service.
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.
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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CA
04/22/2020 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
05/25/2009 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (SAN DIEGO CA)
IA
Issued 12/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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