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 Voigt is a financial advisor at UBS Financial Services Inc. Gregory has been in the financial industry since 1988. Gregory is licensed to provide investment advice in Rhode Island and Texas. Gregory is registered with FINRA as a Registered Representative and is a licensed investment advisor in Rhode Island. In addition to UBS Financial Services Inc., Gregory has also worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gregory is a Series 7 and 66 licensed professional. Gregory has worked as a financial advisor for over 30 years, helping clients achieve their financial goals. Gregory has a strong reputation for providing personalized financial advice to clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
RI
05/10/2018 - Present
UBS Financial Services Inc. (PROVIDENCE RI)
RI
10/19/1988 - 05/24/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
BOTH
Issued 11/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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