Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Goelzer has been in the financial services industry for over 30 years. Gregory is currently registered as a Registered Representative with Goelzer Investment Management. Gregory is also registered as an Investment Advisor Representative. Gregory holds a Series 63, Series 7, Series 4 and Series 24 license. Gregory is based in Indianapolis, Indiana, and specializes in providing financial services to individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, state or municipal government entities, charitable organizations, and insurance companies.
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.
Portfolio monitoring/consulting
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
IN
12/09/2024 - Present
Goelzer Investment Management (CARMEL IN)
IN
06/10/1998 - 06/23/2015
GOELZER INVESTMENT MANAGEMENT (INDIANAPOLIS IN)
IN
06/20/1984 - 09/24/1999
GOELZER INVESTMENT MANAGEMENT (INDIANAPOLIS IN)
BC
Issued 07/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/1986
Series 24 - General Securities Principal Examination
BC
Issued 02/21/1985
Series 4 - Registered Options Principal Examination
BC
Issued 06/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Gregory Goelzer is the right advisor for you? Invested Better is here to help.
