This is an example offering which would allow your customers to schedule a time to meet with you. Offerings automate customer interactions online by allowing them to schedule a service/appointment, pay for a lesson, purchase tickets/vouchers, request a quote, all with online payments. You can create as many as you like with pictures, descriptions, price options, and even questionnaires.Investment Advice - Ocala Florida
It is easy to find investment advice, it is on television 24 hours a day 7 days a week. There's a multitude of books, magazines and online resources all happy to sell or give away investment advice. But good investment advice that's unique to you and personalized for your busy life is not easy to find. It is a valuable commodity and something worth looking for. The core of what Greg does is provide personalized investment advice and portfolio management.
Financial adviser Greg Ergle has a proven track record and has a demonstrated history of helping individuals and families navigate their retirement years. With an ideal combination of intelligence, experience and integrity Greg is well prepared to help you discover what it means live a retirement on your terms. If your financial future is important to you then you and Greg should sit down and have a long talk.
Gregory G. Ergle CFP® – “Guiding Ocala Investors for over 25 years”
- Founder and President – Ergle Financial Services
Bachelor of Science – Business Finance from University of Central Florida 1984
Certified Financial Planner Designation 2011
Greg has provided investment advice and financial planning to clients since 1989. For over 25 years he
has guided clients through one of the most challenging economic periods in the history of
the U.S.
With strategic experience and education, Greg strives to instill in his clients a special trust and confidence.
History
• 52 years living in Ocala “My Hometown”
• Married to Susan, my high school sweetheart, for 29 years
• 4 Beautiful kids and a son-in-law
• Helping clients manage their financial life since 1989
Merrill Lynch: -Financial Advisor
PaineWebber: -Branch Manager -Financial Adviser
UBS: -Branch Manager -Financial Adviser
Ergle Financial Services: -Owner/President
- Founder
- Branch Manager
- Financial Adviser
Commitment:
• Educated and Professional advice + counsel
• Care and concern for the best interest of each family that entrusts us with their future
• Professional process
• Professional Asset Management
• Frequent Communication
CERTIFIED FINANCIAL PLANNER™, CFP Fully Licensed
In addition to being a CFP® in good standing, Greg has the following licenses.
• Florida RA – Investment Advisor Representative
• National Futures Association – NFA Approved person
Florida Department of Insurance License
• Life + Variable Annuity
• Life Variable Annuity + Health
• Life
• Variable Annuity
• Health
License Exams:
• Series 3
• Series 65
• Series 63
• Series 7 - General Securities Representative
• Series 8 - General Securities Sales Supervisor
Active state Registrations:
• Florida
• Georgia
• Alabama
• Louisiana
• North Carolina
• New York
• Connecticut
• Indiana
• Illinois
• Missouri
• Colorado
• California
Raymond James Financial Services, Inc.,
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Raymond James financial advisers may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.