Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Shallan is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Gregg is a Certified Financial Planner and Chartered Financial Consultant with over 22 years of experience in the financial services industry. Gregg has been registered with Wells Fargo Advisors and its predecessors since 2009. Prior to that, Gregg was a registered representative with Citigroup Global Markets Inc. Gregg specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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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CA
06/07/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LA JOLLA CA)
CA
06/04/2009 - 06/07/2024
WELLS FARGO CLEARING SERVICES, LLC (LA JOLLA CA)
CA
07/23/2001 - 06/16/2009
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
BOTH
Issued 08/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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