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 Weiss is a financial advisor with Wells Fargo Clearing Services, LLC. Gregory has been in the industry since November 3, 2002, and holds the Series 7, Series 31, and Series 66 licenses. Gregory has been registered with Wells Fargo Advisors LLC since January 2011 and Wells Fargo Clearing Services, LLC since November 2016. Previously, Gregory was registered with Lehman Brothers Inc., Sanford C. Bernstein & Co., LLC and Wells Fargo Investments, LLC. Gregory has a broad range of experience and specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. Gregory also has a 1.25% ownership in GEM ROCKS MINING, INC. in West Africa and serves as a trustee for his father's trust/estate in Napa, CA.
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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2
CA
11/14/2016 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
CA
09/16/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
08/14/2006 - 09/24/2008
LEHMAN BROTHERS INC. (SAN FRANCISCO CA)
CA
11/04/2002 - 08/17/2006
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
BOTH
Issued 10/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2002
Series 31 - Futures Managed Funds 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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