Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Alan Davis is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Gregg has been in the industry since 1994 and is registered in 53 states and the District of Columbia. Gregg holds several securities licenses, including Series 3, 7, 9, 10, 31, 63, and 65. Gregg is also a licensed investment advisor in Texas. In addition to being a financial advisor, Gregg is the owner of GAD Properties, a family property LLC, and is an advisory board member for the East Texas Food Bank Foundation Board.
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
TX
06/23/1994 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TYLER TX)
IA
Issued 07/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/15/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2013
Series 3 - National Commodity Futures Examination
BC
Issued 08/11/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/1994
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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