Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Martin is an experienced financial advisor who has been in the industry for over 20 years. Gregory is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since August 2013. Previously, Gregory was registered with PRUCO Securities, LLC and worked there for over 12 years. Gregory holds various industry licenses, including Series 7, 24, 31, and 63. Gregory specializes in financial planning and portfolio management. Gregory provides services to individuals and corporations, including high-net-worth individuals and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
08/08/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Philadelphia PA)
NY
02/01/2001 - 08/05/2013
PRUCO SECURITIES, LLC. (NEW YORK NY)
OH
11/11/1998 - 02/08/1999
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NY
10/03/1996 - 08/01/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 10/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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