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Ivan Bruce Gregory

Mutual OF America Securities LLC

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About Ivan Bruce Gregory

Ivan Bruce Gregory is a financial professional with over 18 years of experience in the financial services industry. Ivan holds a Series 7, 66, and 26 license and is registered with Mutual of America Securities LLC. Ivan has worked at Mutual of America Securities LLC since 2008. Prior to that, Ivan worked at Mutual of America Life Insurance Company and Ameriprise Financial Services, Inc. Ivan has a broad range of experience in the financial services industry and is committed to providing his clients with personalized financial advice.

Firm Information

Ivan Gregory is currently registered with Mutual OF America Securities LLC. Mutual OF America Securities LLC is a Limited Liability Company formed on June 29, 1990. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

346

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Ivan Gregory’s Registration & Firm History

GA

03/04/2008 - Present

Mutual OF America Securities LLC (ATLANTA GA)

GA

03/04/2008 - 11/24/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Atlanta GA)

TN

08/10/2005 - 03/05/2008

AMERIPRISE FINANCIAL SERVICES, INC. (SPRINGFIELD TN)

MN

08/10/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/22/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/28/2024

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ivan Bruce Gregory. Review regulatory record here.
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