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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 Samuels is a registered investment advisor representative with Avantax Advisory Services. Gregory has over 3 years of experience in the financial services industry. Gregory holds Series 66 and Series 7 licenses. Gregory has worked with Ameritas Investment Corp, SagePoint Financial, Inc. and Waddell & Reed, Inc. in the past. The firm's main office is located in Dallas, Texas. Avantax Advisory Services provides investment advice and financial planning services to individuals, businesses, and retirement plans. The firm also provides educational seminars and solicitor referral services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MI
11/13/2017 - Present
Avantax Advisory Services (Wyoming MI)
MI
07/01/2015 - 09/20/2017
SAGEPOINT FINANCIAL, INC. (BYRON CENTER MI)
MI
03/03/2014 - 07/23/2015
AMERITAS INVESTMENT CORP. (WYOMING MI)
MI
05/17/2012 - 06/11/2012
WADDELL & REED, INC. (GRAND RAPIDS MI)
BOTH
Issued 04/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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