Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Shuman is a financial advisor with Ameriprise Financial Services, LLC. Gregory has been in the industry since 2018. Gregory is registered with the state of Louisiana as both a Broker and an Investment Advisor. Gregory is also registered with the state of Texas as an Investment Advisor. Gregory has Series 6, 63, 65 and SIE licenses. Gregory is affiliated with the Lafayette, LA branch of Ameriprise Financial Services, LLC. In addition to investment advisory services, Gregory also acts as an independent insurance broker.
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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LA
07/23/2024 - Present
Ameriprise Financial Services, LLC (Lafayette LA)
LA
10/06/2023 - 07/22/2024
PRINCIPAL SECURITIES, INC. (LAFAYETTE LA)
LA
05/09/2023 - 10/03/2023
OSAIC WEALTH, INC. (LAFAYETTE LA)
LA
11/23/2021 - 05/23/2023
PRUCO SECURITIES, LLC. (Lafayette LA)
IA
Issued 04/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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