Unclaimed
Gregory S. Eastman is an investment advisor representative with Cetera Investment Advisers LLC. Gregory has been in the industry since April 2012. He is licensed in Florida and has also held registrations in Maine, Massachusetts, Georgia, Idaho, and Mississippi. Gregory has experience with Summit Brokerage Services, Inc. and Questar Capital Corporation. Gregory is a licensed representative in the State of Florida. He has also earned Series 6, 7 and 66 licenses.
SARASOTA, FL
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.
1
2
FL
04/13/2023 - Present
Cetera Investment Advisers LLC (SARASOTA FL)
ME
12/06/2018 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (HAMPDEN ME)
ME
09/10/2015 - 12/12/2018
QUESTAR CAPITAL CORPORATION (BANGOR ME)
ME
10/01/2012 - 09/25/2015
LPL FINANCIAL LLC (BANGOR ME)
ME
04/03/2012 - 10/05/2012
KEY INVESTMENT SERVICES LLC (BREWER ME)
BOTH
Issued 7/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 4/2/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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