Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lankston is an investment advisor representative with Ameriprise Financial Services, LLC. Gregory has been in the financial services industry since August 16, 2021. Gregory is licensed to provide investment advice in Arizona, California, Colorado, Idaho, Minnesota, Montana, Oregon, South Carolina, Texas, and Washington. Gregory has earned the Series 66, Series 7TO, and SIE licenses. Gregory's firm, Ameriprise Financial Services, LLC, is a large, diversified financial services company with a broad range of investment products and services. Gregory's primary focus is on providing financial advice to individuals, corporations, and other businesses. Gregory is also a co-owner of a real estate company and provides tax preparation 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.
Asset allocation services
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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WA
12/07/2023 - Present
Ameriprise Financial Services, LLC (RENTON WA)
WA
07/27/2020 - 11/15/2022
AMERIPRISE FINANCIAL SERVICES, LLC (RENTON WA)
BOTH
Issued 12/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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