Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Reid is a financial advisor with over 30 years of experience in the industry. Gregory is registered with Westwood Management Corp. and Salient Advisors, LP in Texas. Gregory has worked at several firms throughout their career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Goldman, Sachs & Co., and Forward Securities, LLC. Gregory provides investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolio advice and licensing
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
05/04/2023 - Present
Westwood Management Corp. (Houston TX)
TX
07/30/2018 - 06/05/2023
FORWARD SECURITIES, LLC (HOUSTON TX)
TX
05/04/2007 - 07/01/2010
TELEMUS INVESTMENT BROKERS, LLC (HOUSTON TX)
TX
07/30/1997 - 05/07/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
NY
09/13/1991 - 08/06/1997
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 04/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2012
Series 3 - National Commodity Futures Examination
BC
Issued 09/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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