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Greggory Walter Waite

Lincoln Financial Distributors, Inc.

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About Greggory Walter Waite

Greggory Walter Waite is a financial professional with over 11 years of experience in the industry. Greggory has a Series 6, Series 26, and Series 63 license. Greggory is currently registered with Lincoln Financial Distributors, Inc., which is based in Hartford, Connecticut and previously worked for MML STRATEGIC DISTRIBUTORS, LLC and MML INVESTORS SERVICES, LLC.

Firm Information

Greggory Waite is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Greggory Waite’s Registration & Firm History

CT

08/03/2021 - Present

Lincoln Financial Distributors, Inc. (HARTFORD CT)

MA

04/01/2014 - 09/29/2020

MML STRATEGIC DISTRIBUTORS, LLC (SPRINGFIELD MA)

MA

04/07/2009 - 09/29/2020

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

MA

10/15/2008 - 04/01/2014

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 10/01/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Greggory Walter Waite.
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