Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg A Farah is a financial advisor with Wells Fargo Clearing Services, LLC. Greg has been in the industry since October 1992 and has a broad range of experience. Greg holds the Series 7, 31, 63, and 65 licenses. Greg has been with Wells Fargo Advisors LLC since April 2010, and is a member of the firm's Marlton, NJ branch office. Greg provides financial planning and investment consulting services to individual and institutional clients. Prior to joining Wells Fargo, Greg worked for UBS Financial Services Inc. and Salomon Smith Barney Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
08/09/2013 - Present
Wells Fargo Clearing Services, LLC (MARLTON NJ)
NJ
03/09/2001 - 04/22/2010
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
NY
10/11/1992 - 03/16/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 03/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Greg Farah is the right advisor for you? Invested Better is here to help.
