Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory A. Crane is a financial advisor with J.p. Morgan Securities LLC, based in Atlanta, GA. Gregory has been in the industry since 2000 and holds the Series 6, 7, 63, and 66 licenses as well as the SIE. Gregory has experience with a wide range of financial products and services and specializes in working with individuals, families, and businesses. Gregory is committed to providing clients with personalized financial advice and solutions that meet their individual needs. Gregory's experience with a number of financial institutions, including Wells Fargo Clearing Services, LLC and City National Securities, Inc., gives him a well-rounded perspective of the industry and ensures that Gregory is able to offer the best advice for Gregory's clients.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
11/21/2022 - Present
J.p. Morgan Securities LLC (Atlanta GA)
CA
01/24/2019 - 07/02/2020
CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)
GA
07/15/2010 - 10/04/2018
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
05/17/2000 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 09/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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