Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Bayvel is a financial advisor who has been in the industry since 2005. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Greg is a registered representative and an investment advisor representative. Greg holds a Series 63 and Series 66 license, as well as several other licenses. He has experience in various areas, including municipal securities, options, and general securities. Greg has worked with clients such as high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Greg has also been affiliated with several other firms throughout his career, including Sungard Brokerage & Securities Services, LLC, MetLife Securities Inc., New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., Beltrone Enclave Securities, Neuberger Berman, LLC, AXA Advisors, LLC, and First Republic Group, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
05/29/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLORHAM PARK NJ)
IL
01/31/2011 - 07/30/2012
SUNGARD BROKERAGE & SECURITIES SERVICES, LLC (BOLINGBROOK IL)
NJ
02/24/2009 - 10/15/2010
METLIFE SECURITIES INC. (ISELIN NJ)
NJ
02/24/2009 - 10/15/2010
NEW ENGLAND SECURITIES (ISELIN NJ)
NJ
02/24/2009 - 10/15/2010
TOWER SQUARE SECURITIES, INC. (ISELIN NJ)
NJ
02/24/2009 - 10/15/2010
WALNUT STREET SECURITIES, INC. (ISELIN NJ)
NY
10/25/2008 - 01/10/2009
BELTONE ENCLAVE SECURITIES (NEW YORK NY)
NY
07/10/2007 - 09/02/2008
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
05/24/2005 - 07/06/2007
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/10/2005 - 02/17/2005
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
BOTH
Issued 08/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/20/2006
Series 4 - Registered Options Principal Examination
BC
Issued 06/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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