Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Van zandbergen is a financial advisor with Wells Fargo Clearing Services, LLC. Greg has over 15 years of experience in the financial industry. Greg is a registered representative in the state of Pennsylvania and has a Series 7TO, Series 6, Series 63 and Series 26 licenses. Greg specializes in portfolio management for individuals and businesses. Prior to joining Wells Fargo Clearing Services, LLC, Greg was a financial advisor with CITIGROUP GLOBAL MARKETS INC., PNC INVESTMENTS, ESSEX NATIONAL SECURITIES, INC., WACHOVIA SECURITIES, INC., and FIRST UNION BROKERAGE SERVICES, INC.
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.
Investment consulting services to institutional clients
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
PA
04/09/2024 - Present
Wells Fargo Clearing Services, LLC (EXTON PA)
PA
12/15/2008 - 07/03/2013
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
PA
12/15/2005 - 01/04/2007
PNC INVESTMENTS (PHILADELPHIA PA)
CA
09/09/2002 - 08/19/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MO
10/01/2000 - 07/08/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
08/17/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 04/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/18/2024
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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