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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregoire? Claim Your ProfileGregoire Coudert is an active investment advisor representative associated with UBS Financial Services Inc., located in Coral Gables, FL. Gregoire is also registered as an Investment Advisor Representative in North Carolina. Gregoire Coudert has been working in the financial services industry since 2013. Gregoire holds the Series 63, 66, 7 and SIE licenses. Gregoire Coudert has experience with high-net-worth individuals, corporations, and other businesses, pension plans, insurance companies, charitable organizations, and other types of clients. Gregoire Coudert is able to provide advisory services for a variety of needs including financial planning, educational seminars, security ratings, and other services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
01/10/2025 - Present
UBS Financial Services Inc. (CORAL GABLES FL)
BOTH
Issued 11/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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