Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Bakalar is a financial advisor with over 8 years of experience in the industry. Gregg is registered with Morgan Stanley and holds a Series 7, Series 63, Series 65, and SIE license. Gregg's previous employers include MBSC SECURITIES CORPORATION and GLOBAL ARENA CAPITAL CORP. Gregg is a registered Investment Advisor in 54 states and is currently located at the San Francisco branch of Morgan Stanley. Gregg specializes in providing financial advice to individuals, businesses, investment companies, and charitable organizations.
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
CA
11/09/2017 - Present
Morgan Stanley (San Francisco CA)
NY
03/07/2014 - 08/09/2017
MBSC SECURITIES CORPORATION (New York NY)
NY
11/20/2013 - 02/05/2014
GLOBAL ARENA CAPITAL CORP (NEW YORK NY)
IA
Issued 04/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gregg Bakalar is the right advisor for you? Invested Better is here to help.
