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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 Royse is a financial advisor with Morgan Stanley. Greg has been in the financial industry since 1993. Greg has a series 7, 31, and 65 licenses. Greg is registered in 31 states and currently offers investment advisory services to individuals, businesses, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, insurance companies, investment companies, banking or thrift institutions, and state or municipal government entities. Greg’s previous employment was with WELLS FARGO ADVISORS, LLC and PRUDENTIAL SECURITIES INCORPORATED.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
04/15/2020 - Present
Morgan Stanley (Palo Alto CA)
CA
10/24/2000 - 10/31/2011
WELLS FARGO ADVISORS, LLC (EAST PALO ALTO CA)
NY
01/04/1993 - 11/03/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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