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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 Grajek is a financial advisor who has been active in the industry since 1984. Greg is currently registered with UBS Financial Services Inc. and is located in SAN DIEGO, CA. Greg has held previous positions with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. in FALLBROOK, CA. Greg's experience and qualifications include several industry exams including Series 66, Series 63, Series 9, Series 10, Series 8, SIE, Series 3, Series 5, Series 15, and Series 7. Greg is licensed to provide financial services in Utah.
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.
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.
See schedule d - miscellaneous
1
2
CA
12/17/2008 - Present
UBS Financial Services Inc. (SAN DIEGO CA)
CA
04/02/2007 - 01/13/2009
MORGAN STANLEY & CO. INCORPORATED (FALLBROOK CA)
CA
01/26/1984 - 04/02/2007
MORGAN STANLEY DW INC. (FALLBROOK CA)
BOTH
Issued 04/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/07/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1989
Series 3 - National Commodity Futures Examination
BC
Issued 06/21/1984
Series 5 - Interest Rate Options Examination
BC
Issued 06/20/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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