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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 Warren is a financial advisor with PNC Investments. Greg is a registered representative in 21 states. He has been in the industry since June 1997 and has experience with investment advisory and brokerage services. Greg is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is also a registered investment advisor in North Carolina. Greg's specializations include retirement planning, investment management, and college savings. Greg is committed to providing personalized financial advice to help 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.
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.
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NC
07/22/2019 - Present
PNC Investments (CHARLOTTE NC)
NC
05/13/2015 - 05/10/2019
ALIGHT FINANCIAL SOLUTIONS, LLC (CHARLOTTE NC)
NC
04/07/2014 - 04/06/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
03/17/2011 - 03/18/2014
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
04/14/2010 - 03/01/2011
ALLSTATE FINANCIAL SERVICES, LLC (STATESVILLE NC)
NC
05/07/2009 - 03/30/2010
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
NC
05/29/2001 - 12/09/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
01/14/1998 - 03/22/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
05/29/1996 - 01/08/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
GA
07/20/1994 - 02/09/1996
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
02/07/1994 - 07/12/1994
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
BOTH
Issued 06/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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