Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Rooney is a financial advisor with Ameriprise Financial Services, LLC. Gregory is a registered representative and investment advisor representative. Gregory is licensed in California, District of Columbia, Florida, Georgia, Maryland, New Jersey, New York, Virginia, and West Virginia. Gregory has been in the industry since 2020.
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 services
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
MD
06/04/2020 - Present
Ameriprise Financial Services, LLC (COLUMBIA MD)
BOTH
Issued 03/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Gregory Rooney is the right advisor for you? Invested Better is here to help.
