Gregory Samuels is a registered investment advisor, based in Wyoming, MI, with 12 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Wyoming, MI
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Regulatory History (1)
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Criminal
August 1997Final Disposition
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
November 2017 - September 2025 · 7 yrs 10 mos
Avantax Investment Services, INC.Broker
November 2017 - September 2025 · 7 yrs 10 mos
Sagepoint Financial, INC.
July 2015 - September 2017 · 2 yrs 2 mos
Sagepoint Financial, INC.Broker
July 2015 - September 2017 · 2 yrs 2 mos
Ameritas Investment CORP
March 2014 - July 2015 · 1 yr 4 mos
Ameritas Investment CORP.Broker
March 2014 - July 2015 · 1 yr 4 mos
Waddell & Reed, INC.Broker
May 2012 - June 2012 · 1 mo
State Registrations3 states
AZILMI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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