Unclaimed
Gregory Todd Risinger is a financial advisor with over 30 years of experience in the financial services industry. Gregory is currently registered with First Citizens Investor Services, Inc. and First Citizens Asset Management, Inc. in South Carolina. Gregory has a strong background in portfolio management for individuals and businesses, and he is also a Certified Financial Planner. Gregory has worked with clients of all ages and backgrounds, and he is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
1
2
SC
05/15/2017 - Present
First Citizens Investor Services, Inc. (COLUMBIA SC)
SC
05/26/2009 - 01/04/2016
FIRST CITIZENS SECURITIES CORPORATION (COLUMBIA SC)
SC
10/01/2000 - 05/27/2009
WELLS FARGO ADVISORS, LLC (CHAPIN SC)
NC
12/09/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
11/17/1997 - 03/16/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NA
05/05/1994 - 06/23/1997
INDEPENDENT FINANCIAL SECURITIES, INC.
OH
06/01/1996 - 06/20/1997
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NA
07/19/1993 - 06/01/1996
NATIONAL CITY INVESTMENTS CORPORATION
OH
08/12/1993 - 12/20/1993
MERCHANTS SECURITIES COMPANY (CLEVELAND OH)
WI
01/03/1991 - 06/09/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
MO
10/25/1989 - 12/24/1990
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 12/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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