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 a registered Investment Advisor Representative with Global View Capital Management LLC. James has been in the financial industry for over 10 years. James is registered in Ohio to provide investment advice and has a Series 63 and Series 65 license. James also has his Series 6 license for Investment Company Products/Variable Contracts. James is an experienced financial advisor who provides a range of services including portfolio management, financial planning, and selection of other advisors. James also provides services for participants of 401(k), 403b, 457, and SIMPLE retirement plans. James has worked for a variety of firms in the past including Questar Capital Corporation, Gregg & Associates, LLC and Intouch Insurance Group, LLC. James is dedicated to helping his clients reach their financial goals.
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.
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
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.
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 05/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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