Best Investors Account Sign in

Gregory Michael Vallee

Ameriprise Financial Services, LLC

Portsmouth, NH

York, ME

Boston, MA

Kennebunk, ME

Hampton, NH

Claim This Profile
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-01
ME RA APPROVED 2021-02-17
NH RA APPROVED 2018-02-09
  • TX RA
    APPROVED
    Since 2021-03-01
  • ME RA
    APPROVED
    Since 2021-02-17
  • NH RA
    APPROVED
    Since 2018-02-09

Branch Locations

314 Middle St, Portsmouth, NH 03801 • United States

775 Us Route 1 Suite 2, York, ME 03909 • United States

127 Main St Ste 8, Boston, MA 02129 • United States

24 Portland Rd, Kennebunk, ME 04043 • United States

Hampton, NH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Securities, Inc. Portsmouth NH 03/2011 02/2018
Ameriprise Financial Services Inc Dover NH 02/2018 03/2020
Ameriprise Financial Services, Llc Portsmouth NH 03/2020 Present
Previous Registrations
  • 2011-03-30 → 2018-02-12
    Citizens Securities, Inc.
    Portsmouth, NH
    Stratham, NH
    North Hampton, NH
    Hampton Falls, NH
    Hudson, NH
    Stratham, NH
    Portsmouth, NH
  • 2009-08-28 → 2011-04-04
    Waddell & Reed
    Portsmouth, NH
  • 2003-02-07 → 2009-06-25
    Ameriprise Financial Services, Llc
    Henderson, NV
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-06
  • S66 Uniform Combined State Law Examination
    2003-02-06
Other Names
  • Gregory Michael Vallee
  • Gregory Vallee

View on SEC IAPD

Other Firms

CHARTER OAK CAPITAL MANAGEMENT
NVEST FINANCIAL, LLC
DAVID WENDELL ASSOCIATES, INC.
KWM FINANCIAL LLC
GOLDEN FINANCIAL SERVICES
ESTATE PLANNERS OF NEW ENGLAND, LLC
PISCATAQUA RESEARCH INC.
PATRIOT ADVISORY GROUP

Other Investors

TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA
JAMES ALLEN BOSSIEUX
KATY MORRISON CARR
SAMUEL RICHARDSON REID
LENA WYAND
SARAH SERLING CLAPP

Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

More in Portsmouth, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor