Mark GregorCRD Number: 5400575
Current Firm: Midwestern Securities Trading Company,llc
Mark Gregor (CRD# 5400575) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Saint Louis, MO and has over 10 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Members 1st Credit Union||St Louis, MO||Nov 2015 - Current||2|
|Midwestern Securities Trading Co||East Peoria, IL||Aug 2010 - Current||7|
|First Missouri Credit Union||St Louis, MO||Aug 2010 - Current||7|
|Southpointe Credit Union||St Louis, MO||Mar 2013 - Nov 2015||2|
|Edward Jones||St. Louis, MO||Aug 2007 - May 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management324MILLIONS
Total Number of Accounts2,303ACCOUNTS
Average Account Value$140,686
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OR, PA, TX, VT, WI, WV