Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg William Nelsen is a financial advisor with Cadaret, Grant & Co., Inc. Gregg has been in the industry since 1994 and holds both Series 7 and Series 66 licenses. He also holds the Series 26 principal exam license. Gregg has a diverse range of experience, having worked with various clients including individuals, corporations, charitable organizations, and pension plans. Gregg's experience and qualifications make him a valuable resource for clients seeking financial guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
10/19/2011 - Present
Cadaret, Grant & CO., Inc. (WAXHAW NC)
NY
02/09/1995 - 07/15/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
06/14/1994 - 01/05/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 10/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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