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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Todd Powers is a financial advisor with over 20 years of experience in the industry. Powers is currently a registered representative with Tritonpoint Wealth, LLC and has previously worked for Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., Cetera Advisor Networks LLC, Girard Securities, Inc. and MML Investors Services, Inc. Powers holds the Series 7, Series 24 and Series 66 licenses and the SIE designation. Gregory is also a Certified Financial Planner and a Chartered Financial Consultant. Powers provides financial planning and portfolio management services to individuals, businesses, charitable organizations and pension and profit sharing plans. The advisor's specialties include investment management, retirement planning, education planning, and estate planning.
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.
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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MD
10/18/2023 - Present
Tritonpoint Wealth, LLC (CHEVY CHASE MD)
AZ
09/04/2020 - 11/03/2023
GOLDMAN SACHS & CO. LLC (SCOTTSDALE AZ)
AZ
09/04/2020 - 11/03/2023
MERCER ALLIED COMPANY, L.P. (SCOTTSDALE AZ)
CA
11/01/2017 - 09/01/2020
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
08/19/2010 - 11/01/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
CA
02/22/2006 - 08/20/2010
MML INVESTORS SERVICES, INC. (LA JOLLA CA)
MA
07/17/2001 - 02/21/2006
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 08/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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