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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 Jason Cuvin is a financial advisor registered with Morgan Stanley. He is also registered in multiple states and has a strong background in financial services. Gregg is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. He has more than 20 years of experience in the financial industry and has worked for firms such as Chase Investment Services Corp., American Express Financial Advisors Inc. and IDS Life Insurance Company. He is currently registered with Morgan Stanley and provides financial advice to individual clients, high-net-worth individuals, corporations, charitable organizations, and other entities. He holds several licenses, including Series 7, Series 31, Series 63, and Series 65.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/01/2009 - Present
Morgan Stanley (New York NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
03/24/2006 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
IL
11/05/2001 - 03/29/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MN
08/10/1998 - 10/08/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/10/1998 - 10/08/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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