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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 Munster is a financial advisor with over 30 years of experience in the financial services industry. Gregory is a Certified Financial Planner and has a Series 7, Series 9, Series 10, Series 31, Series 63, and Series 65. Gregory is registered with Wells Fargo Advisors Financial Network, LLC. Gregory has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Gregory's experience and expertise allow him to provide financial planning, investment consulting services to institutional clients, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
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
OH
03/04/2014 - Present
Wells Fargo Advisors Financial Network, LLC (NEW ALBANY OH)
OH
04/05/2002 - 03/05/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
NY
04/23/1992 - 04/02/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/09/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 04/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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