Unclaimed
Gregory Schreacke is a financial advisor registered with Mutual Advisors, LLC. Gregory has been in the financial services industry since 2015 and is registered in Kentucky and Texas. Gregory's firm has over 162 registered representatives and 132 investment advisor representatives. The firm offers a wide range of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Gregory specializes in providing financial advice to individuals 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.
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.
Hourly consulting
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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2
KY
03/09/2020 - Present
Mutual Advisors, LLC (Elizabethtown KY)
KY
03/09/2020 - 06/22/2020
MUTUAL SECURITIES, INC. (Elizabethtown KY)
KY
03/17/2015 - 03/12/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (ELIZABETHTOWN KY)
BOTH
Issued 04/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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