Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kregg? Claim Your ProfileKregg Rooze is an investment advisor representative who has been in the industry since 1998. Kregg is registered with Creative Financial Designs, Inc. and has been employed with them since 1997. Kregg specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Kregg is registered with the state of Indiana and 13 other states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
IN
11/23/1998 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
BC
Issued 04/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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