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Gregory Petrie CRPC, CSSCS

Gregory Petrie CRPC, CSSCS

Stock Broker/ Account Manager

Followers of Gregory Petrie CRPC, CSSCS775 followers
location of Gregory Petrie CRPC, CSSCSEden Prairie, Minnesota, United States

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  • Timeline

  • About me

    Senior Financial Advisor/ Financial Representative at The Financial Guys

  • Education

    • Brainerd High

      -

    • College

      1979 - 1981
      AA Business management

      Activities and Societies: Student Council, Athletics

  • Experience

    • Morgan Stanley/Dean Witter

      Jan 1996 - Aug 1997
      Stock Broker/ Account Manager

      Investement Portfolio Mangement

    • Ameriprise Financial

      Aug 1997 - Nov 2010
      Financial Advisor

      Specialized in wealth managment, estate planning, and portfolio design.

    • Next Financial Group

      Apr 2011 - Aug 2015
      Wealth Manager

      Financial Planning

    • Specialized Tax and Retirement Solutions

      Sept 2015 - Aug 2020
      Senior Financial Advisor/Owner

      Helping individuals achieve and maintain their financial goals by maximizing tax and investment strategies.

    • The Financial Guys

      Sept 2020 - now
      Senior Financial Advisor/ Financial Representative

      Helping you make your financial dreams a reality by listening and understanding what matters to you!

  • Licenses & Certifications

    • CRPC, Federal Benefits Specialist, Certified Social Security Claiming Strategist