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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory A. Willibey is a financial advisor with over 6 years of experience in the financial services industry. Gregory Willibey is currently registered with Cuso Financial Services, LP and SCF Investment Advisors, Inc.. Gregory Willibey provides financial advice to individuals, corporations, and high-net-worth individuals. Gregory Willibey is also a Registered Representative and Investment Advisor Representative. Gregory Willibey has a Series 66, Series 10, Series 9, SIE, and Series 7 licenses.
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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CA
04/03/2024 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
OH
03/27/2017 - 11/06/2023
J.P. MORGAN SECURITIES LLC (Columbus OH)
OH
07/16/2015 - 09/08/2015
MORGAN STANLEY (COLUMBUS OH)
BOTH
Issued 09/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/15/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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