Gregory AbdallaCRD Number: 6160017
Current Firm: Securian Financial Services, Inc.
Gregory Abdalla (CRD# 6160017) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Maitland, FL and has over 9 years of experience in the finance industry.
Certified Advisory Corp
Wells Fargo Clearing Services, LLC
Financial Harvest Wealth Advisors
|Securian Financial Services Inc.||St Paul, MN||Dec 2017 - Current||4|
|Minneosta Life Insurance Co||St Paul, MN||Dec 2017 - Current||4|
|Evershore Financial Group||Orlando, FL||Dec 2017 - Current||4|
|Synergy Wealth Alliance||Maitland, FL||Mar 2016 - Nov 2017||1|
|Cetera Advisor LLC||Denver, CO||Mar 2016 - Nov 2017||1|
|Suntrust Bank||Clermont, FL||Apr 2015 - Mar 2016||< 1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Apr 2015 - Mar 2016||< 1|
|Signator Financial Services, Inc.||Bellevue, WA||Jul 2014 - Apr 2015||< 1|
|Pnc Investments||Orlando, FL||Jan 2013 - Jul 2014||1|
|Pnc Bank, N.a.||Orlando, FL||Aug 2012 - Jul 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management22,211MILLIONS
Total Number of Accounts66,500ACCOUNTS
Average Account Value$334,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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