Unclaimed
Gregory Alvis is a registered representative with MML Investors Services, LLC. Gregory has been working in the financial services industry since 1977. Gregory is registered in 18 states and has 16 years of experience with MML Investors Services, LLC.
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 programs
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.
Solicitors fees
1
2
TX
03/25/2017 - Present
MML Investors Services, LLC (Dallas TX)
TX
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DALLAS TX)
TX
01/04/1996 - 01/02/2015
NEW ENGLAND SECURITIES (DALLAS TX)
NA
03/07/1986 - 12/31/1995
NEW ENGLAND SECURITIES
NA
11/18/1977 - 03/31/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
BC
Issued 09/12/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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