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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 Alan Morgan is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Gregory has over 30 years of experience in the financial services industry. Gregory specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Gregory provides financial planning, investment management, and portfolio management services. Gregory is registered to offer securities and advisory services in Arizona, California, Colorado, Montana, Nevada, New Jersey, New Mexico, Oregon, Texas, Utah, Virginia, and Washington. Gregory is a graduate of the University of California, Berkeley and holds a Master of Business Administration from the University of Southern California.
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.
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CA
12/06/2019 - Present
Wells Fargo Advisors Financial Network, LLC (VISALIA CA)
CA
02/06/2009 - 12/06/2019
WELLS FARGO CLEARING SERVICES, LLC (VISALIA CA)
CA
09/08/1993 - 02/26/2009
CITIGROUP GLOBAL MARKETS INC. (VISALIA CA)
GA
02/10/1987 - 07/12/1989
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 09/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/12/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2009
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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