Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Jordan is a financial advisor with over 15 years of experience in the industry. Gregory has been registered with Cetera Investment Advisers LLC since August 2023. Previously, Gregory was registered with Securian Financial Services, Inc. Gregory is a Certified Financial Planner™ and holds Series 6, 7, 63, 65 and 66 licenses. Gregory specializes in providing financial planning services to individuals, families, and businesses.
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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TN
06/10/2024 - Present
Cetera Investment Advisers LLC (GERMANTOWN TN)
TN
09/18/2015 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)
TN
05/18/2011 - 08/08/2012
SUNTRUST INVESTMENT SERVICES, INC. (GERMANTOWN TN)
TN
05/12/2008 - 02/04/2010
PARK AVENUE SECURITIES LLC (MEMPHIS TN)
TN
12/19/2003 - 03/07/2008
METLIFE SECURITIES INC. (CORDOVA TN)
TN
12/19/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CORDOVA TN)
BOTH
Issued 10/02/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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