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GX

Gregory N. Xerras

LOCORR DISTRIBUTORS
Excelsior, MN 55331
Some features on this profile are disabled
CRD#: 2372567
GX

Professional summary

Gregory Nicholas Xerras is a registered financial professional currently at LOCORR DISTRIBUTORS, LLC located in Excelsior, Minnesota.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 1993. Gregory has worked at 9 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gregory Nicholas Xerras's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 31, 2011 - Present

LOCORR DISTRIBUTORS, LLC

Office #1: 687 Excelsior Blvd, Excelsior, MN 55331
BD
CRD#: 41782
Excelsior, MN
Past

January 26, 2011 - February 14, 2011

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
BOSTON, MA
Past

January 27, 2010 - September 14, 2010

VOYA INVESTMENT MANAGEMENT CO. LLC

RIA
CRD#: 106494
NEW YORK, NY
Past

September 23, 2009 - September 14, 2010

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
HARTFORD, CT
Past

April 20, 2006 - July 20, 2006

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

RIA
CRD#: 138756
BOSTON, MA
Past

January 10, 2005 - April 20, 2006

AMUNDI ASSET MANAGEMENT US, INC.

RIA
CRD#: 107719
BOSTON, MA
Past

January 10, 2003 - July 19, 2006

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA
Past

January 17, 1995 - January 24, 2003

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

October 28, 1993 - November 8, 1993

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Minnesota
(10/9/2014)
RR
North Carolina
(6/6/2011)

Exams

State Security Law Exam
RR
Series 63
Date: 10/29/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/8/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/22/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/27/1993
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

LD
LOCORR DISTRIBUTORS, LLC
LOCORR DISTRIBUTORS, LLC | STRATEGIC TRADING, INC. | OCTAVUS LLC

CRD#: 41782 / SEC#: , 8-49568

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
687 Excelsior Blvd, Excelsior, MN 55331
Mailing Address
687 Excelsior Blvd, Excelsior, MN 55331
Phone number
(952) 767-6900
Established
Minnesota since 02/07/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
OCTAVUS GROUP LLCOWNER
KINZIE, KEVIN MICHAELCEO4384324
ESSEN, JON CHADWICKPRINCIPAL, CFO, FINOP2469593
HULL, BRIAN FRANCISCCO2685889

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LOCORR DISTRIBUTORS, LLC

CRD#: 41782Excelsior, MN 55331

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