Gregory R. Zolotar
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gregory Russell Zolotar was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 1995. Gregory had worked at 4 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 9, 2009 - August 3, 2012
CREATIVE PLANNING SOLUTIONS, INC.
July 18, 1997 - March 6, 2000
PRINCIPAL SECURITIES, INC.
November 14, 1995 - July 22, 1997
METROPOLITAN LIFE INSURANCE COMPANY
November 14, 1995 - July 22, 1997
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
CREATIVE PLANNING SOLUTIONS, INC.
CRD#: 151460 / SEC#:
Contact information
Red Flags
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