Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Elker is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with Cetera Investment Advisers LLC, a firm that specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. Previously, Gregory was employed by CUSO FINANCIAL SERVICES, L.P., U.S. BANCORP INVESTMENTS, INC., and PFS INVESTMENTS INC. Gregory specializes in investment management, financial planning, and retirement planning. Gregory is a Series 6, Series 7, and Series 66 licensed professional. Gregory is committed to helping clients achieve their financial goals.
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.
1
2
OR
11/03/2022 - Present
Cetera Investment Advisers LLC (SALEM OR)
OR
08/01/2006 - 10/31/2022
CUSO FINANCIAL SERVICES, L.P. (Salem OR)
OR
02/03/2004 - 07/28/2006
U.S. BANCORP INVESTMENTS, INC. (CORVALLIS OR)
GA
07/25/2000 - 08/13/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 01/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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