Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Allen Baldwin has been in the financial services industry since March 21, 1986. Gregory is a Registered Representative (Series 7, Series 24 and SIE) and currently holds licenses to practice in California, Nevada, North Carolina, Oregon and Washington. Gregory is currently employed by PKS Advisory Services, LLC, in Albany, NY, where he is a registered Investment Advisor Representative. Gregory has previously been registered with FSIC, Equity Services, Inc., Locust Street Securities, Inc., Transamerica Financial Resources, Inc., and G. R. Phelps & Co., Inc. Gregory specializes in providing financial planning services, portfolio management for individuals and businesses, and the selection of other advisors. Gregory is also a President/Chief Compliance Officer for Matrix Wealth Management, Inc. in Portland, OR.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
07/18/2016 - Present
PKS Advisory Services, LLC (ALBANY NY)
OR
01/03/2007 - 12/31/2014
FSIC (PORTLAND OR)
OR
01/17/1995 - 12/31/2006
EQUITY SERVICES, INC. (PORTLAND OR)
IA
08/05/1993 - 01/26/1995
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
04/17/1993 - 08/12/1993
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
NA
03/20/1986 - 08/05/1993
G. R. PHELPS & CO., INC.
BC
Issued 03/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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