Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lois? Claim Your ProfileLois Gregory is a financial advisor with over 13 years of experience in the industry. Lois is currently registered with Avantax Advisory Services and is also an insurance agent for Avantax Insurance Services. Lois has a wide range of experience working with clients, including individuals, businesses, and retirement plans.
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OH
08/15/2022 - Present
Avantax Advisory Services (Cleveland OH)
OH
04/28/2020 - 07/21/2022
J.P. MORGAN SECURITIES LLC (PARMA OH)
OH
06/28/2016 - 03/18/2020
MORGAN STANLEY (WESTLAKE OH)
OH
06/04/2015 - 06/16/2016
TRIAD ADVISORS, INC. (Rocky River OH)
OH
03/12/2010 - 06/05/2015
ROYAL ALLIANCE ASSOCIATES, INC. (ROCKY RIVER OH)
OH
03/10/2009 - 07/01/2009
AMERIPRISE FINANCIAL SERVICES, INC. (WESTLAKE OH)
OH
08/04/2008 - 10/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)
BOTH
Issued 03/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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