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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Nash is a financial advisor at Fidelity Personal And Workplace Advisors. Greg has been in the financial industry since 2007. Greg holds FINRA Series 7 and 66 licenses, and the SIE. Greg is registered to provide investment advice in 27 states and the District of Columbia. Greg has experience working with clients of all ages and walks of life, and is committed to providing them with the best possible financial advice.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
01/11/2019 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
FL
03/20/2009 - 11/21/2011
THE GMS GROUP, LLC (BOCA RATON FL)
AZ
10/12/2007 - 01/29/2008
ECHOTRADE LLC (PHOENIX AZ)
NY
03/10/2004 - 07/20/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/15/2001 - 08/19/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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