Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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