Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory White Anderson is a financial advisor with over 25 years of experience in the financial services industry. Gregory has worked with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. He is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. He has also held licenses in other states, including Illinois, Texas, and New York. Gregory’s areas of specialization include retirement planning, college savings, and estate planning. He is committed to providing personalized financial advice to help 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.
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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IL
07/27/2023 - Present
Kestra Advisory Services, LLC (Naperville IL)
IL
03/22/1996 - 01/05/2017
AXA ADVISORS, LLC (NAPERVILLE IL)
NY
03/22/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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