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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|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|
|Turfmasters, Inc.||Moscow Mills, MO||Feb 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management247MILLIONS
Total Number of Accounts1,428ACCOUNTS
Average Account Value$172,969
- 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
AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MO, MT, NC, NM, NV, NY, OR, PA, TX, VT, WI