Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Sheldon is a financial advisor who has been in the industry since April 1997. He is currently registered with Morgan Stanley in Grosse Pointe Farms, Michigan. Gregory Sheldon has held previous positions at CITIGROUP GLOBAL MARKETS INC. and STANDARD BROKERAGE SERVICES, INC.. His experience encompasses a wide range of financial services, and he has demonstrated a commitment to providing comprehensive financial advice. Gregory Sheldon holds a variety of licenses and registrations, including Series 7, 63, 66, and 31, enabling him to serve a diverse clientele. His professional expertise includes portfolio management, financial planning, and investment advice for individuals, businesses, and institutions. Gregory Sheldon's dedication to his clients' financial well-being makes him a valuable resource for those seeking expert financial guidance.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
04/02/2020 - Present
Morgan Stanley (Grosse Pointe Farms MI)
MI
11/14/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BLOOMFIELD HILLS MI)
NA
04/03/1997 - 11/08/1997
STANDARD BROKERAGE SERVICES, INC.
BOTH
Issued 08/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1997
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gregory Sheldon is the right advisor for you? Invested Better is here to help.
