Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Alan Harvey is a financial advisor with over a decade of experience in the industry. Gregory is currently registered with GWN Securities Inc. and has a strong track record of providing financial guidance to individuals and corporations. Gregory is committed to helping clients achieve their financial goals through a personalized approach that takes into account their unique needs and circumstances. Gregory holds multiple securities licenses including Series 6, Series 63, and Series 65, which allows Gregory to provide a wide range of investment services. In addition to Gregory's investment expertise, Gregory also provides financial planning services, such as retirement planning, college savings, and estate planning. Gregory's experience and expertise make Gregory a valuable resource for clients seeking to navigate the complexities of the financial markets.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
03/29/2022 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
CA
11/06/2019 - 01/02/2020
CORECAP INVESTMENTS, INC. (Paicines CA)
CA
06/21/2017 - 11/21/2019
AMERITAS INVESTMENT CORP. (Hollister CA)
CA
10/30/2012 - 06/21/2017
CCF INVESTMENTS, INC. (HOLLISTER CA)
IA
Issued 09/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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