Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Jimenez is a financial advisor registered with Fidelity Personal And Workplace Advisors. Greg has been in the industry since 2002. Greg is registered with the state of Washington. Greg's prior registrations include: GWFS Equities, Inc., Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Russell Financial Services, Inc., Part of Russell Investments, and Russell Institutional Services Inc., Part of Russell Investments. Greg holds the following licenses: Series 66, Series 6TO, SIE, Series 7. Greg is a Certified Financial Planner.
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.
1
2
KY
07/19/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
CO
06/10/2015 - 06/14/2022
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
WA
02/15/2013 - 05/26/2015
MORGAN STANLEY (GIG HARBOR WA)
WA
09/22/2010 - 02/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)
WA
01/01/2008 - 08/20/2010
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
WA
07/15/2004 - 01/01/2008
RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
WA
09/12/2002 - 08/13/2004
RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)
BOTH
Issued 10/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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