Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kreg? Claim Your ProfileKreg Callery is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kreg has been in the securities industry for over 18 years. Kreg Callery is registered in Arkansas, California, Colorado, District of Columbia, Iowa, Kansas, Mississippi, Missouri, Montana, New Mexico, New York, Oklahoma, Pennsylvania, Tennessee, Texas, Vermont, and Wisconsin. Kreg is licensed to provide investment advice in Oklahoma and Texas. Kreg has also been registered with Securian Financial Services, Inc., in the past.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
11/07/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TULSA OK)
OK
01/25/2006 - 09/05/2012
SECURIAN FINANCIAL SERVICES, INC. (TULSA OK)
IA
Issued 04/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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