Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gregg is an investment advisor representative with Global View Capital Management LLC. James is registered with the state of Ohio. James has been in the financial services industry since 2011. Previously, James worked at Questar Capital Corporation. James holds the Series 6, Series 63, and Series 65 licenses. James also has experience in insurance, accounting, and business management.
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.
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Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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A percentage of the total value of assets under management is charged.
Financial planning
1
2
WI
02/25/2021 - Present
Global View Capital Management LLC (WAUKESHA WI)
OH
08/16/2011 - 06/24/2013
QUESTAR CAPITAL CORPORATION (BETHESDA OH)
IA
Issued 5/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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