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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Bradley Harmeyer is a financial advisor with Wells Fargo Clearing Services, LLC, with over 10 years of experience in the financial services industry. Gregg has been registered with the firm since 2011. Prior to that, Gregg worked at Morgan Stanley and Chase Investment Services Corp. Gregg is a Series 6, 7, 63, and 66 licensed financial advisor and has held various positions within the industry. Gregg is licensed to provide financial advice in Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Kansas, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.
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.
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2
CA
10/23/2019 - Present
Wells Fargo Clearing Services, LLC (IRVINE CA)
CA
02/01/2013 - 08/21/2017
MORGAN STANLEY (LONG BEACH CA)
CA
09/19/2011 - 02/04/2013
WELLS FARGO ADVISORS, LLC (NEWPORT BEACH CA)
CA
12/17/2010 - 09/09/2011
MORGAN STANLEY SMITH BARNEY (LAGUNA NIGUEL CA)
CA
03/12/2010 - 09/22/2010
CHASE INVESTMENT SERVICES CORP. (ORANGE CA)
BOTH
Issued 12/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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