Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Laird is a financial advisor with Wells Fargo Clearing Services, LLC. Gregory has been in the industry since 2000 and has a broad range of experience in the financial services industry. Gregory is registered with the Securities and Exchange Commission (SEC) and is a licensed broker-dealer in 52 states and the District of Columbia. Gregory is also registered as an Investment Advisor Representative in South Carolina. Gregory is dedicated to providing personalized financial planning and investment management services to individuals, families and businesses.
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.
Investment consulting services to institutional clients
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.
1
2
SC
06/24/2011 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA SC)
MO
07/11/2003 - 01/30/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
06/15/2002 - 08/29/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
12/07/1998 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
BOTH
Issued 06/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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