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 Williamson has been in the financial services industry since September 19, 1990. Gregg Alan Williamson currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since July 1990. He is registered as a Registered Representative with the state of North Carolina and is a Registered Investment Advisor in the state of Texas. Gregg Alan Williamson's specializations include retirement planning, college savings, estate planning, insurance planning, and business planning.
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
NC
01/12/1998 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENSBORO NC)
IA
Issued 07/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/1990
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
Not sure Gregg Williamson is the right advisor for you? Invested Better is here to help.
