Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Davis is a financial advisor who has been in the industry since 2004. Gregory works with individuals, high net worth individuals, corporations, insurance companies, charitable organizations, pension and profit sharing plans. Gregory has experience in portfolio management, financial planning, and retirement plan services. Gregory is registered to provide investment advisory services in New York, Texas, and Wisconsin. Gregory is currently employed with Choreo, LLC. Gregory's previous employers include Ameritas Investment Corp. and Birchtree Financial Services LLC. Gregory holds Series 6, 7, 63 and 66 licenses. Gregory is a Certified Financial Planner (CFP).
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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
IL
05/10/2007 - Present
Choreo, LLC (ROCKFORD IL)
WI
07/14/2006 - 07/17/2012
BIRCHTREE FINANCIAL SERVICES LLC (MADISON WI)
WI
06/02/2004 - 06/29/2006
AMERITAS INVESTMENT CORP. (MADISON WI)
BOTH
Issued 05/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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