Gregory Abdalla, financial advisor Maitland FL

Gregory Abdalla

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Gregory H. Abdalla
Phone Number: 651-665-6669
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    22,211
    MILLIONS
  • Total Number of Accounts
    66,500
    ACCOUNTS
  • Average Account Value
    $334,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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