Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Hassett is a registered representative and investment advisor representative with over 18 years of experience in the financial services industry. Greg Hassett has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since February 2011. Previously, Greg Hassett was employed at WELLS FARGO ADVISORS, LLC from January 2008 to February 2011 and A. G. EDWARDS & SONS, INC. from October 2005 to January 2008. Greg Hassett is licensed to conduct business in numerous states, including Virginia, Texas, and California. Greg Hassett holds FINRA Series 7 and 66 licenses. Greg Hassett is also licensed to conduct business in a number of states as an Investment Advisor Representative. Greg Hassett is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., and offers a wide range of financial services, including portfolio management for individuals and businesses, retirement planning, and investment advice. Greg Hassett’s current registrations with Merrill Lynch, Pierce, Fenner & Smith Inc. include Series 7, Series 66, and the Securities Industry Essentials Examination (SIE).
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
VA
02/25/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALEXANDRIA VA)
VA
01/01/2008 - 02/28/2011
WELLS FARGO ADVISORS, LLC (ALEXANDRIA VA)
VA
10/13/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ALEXANDRIA VA)
BOTH
Issued 10/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2005
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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