Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg M. Desmond is a financial advisor at J.p. Morgan Securities LLC. Greg has over 25 years of experience in the financial services industry. Greg is a licensed securities representative and investment advisor representative. Greg has been registered with FINRA since 1996. Greg holds a Series 63, Series 65, Series 7, Series 9, Series 10, and SIE licenses. Greg has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Greg has a strong track record of success in helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
08/10/2022 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
01/15/2019 - 08/01/2022
WELLS FARGO CLEARING SERVICES, LLC (CORTE MADERA CA)
CA
06/01/2009 - 07/02/2018
MORGAN STANLEY (SAN FRANCISCO CA)
CA
08/18/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
NY
09/04/1996 - 08/07/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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