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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Taylor is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Gregory has been in the financial industry since 2002. Gregory has Series 7, 31, and 66 licenses as well as the SIE exam. Gregory also holds the Certified Financial Planner designation. Gregory has been a financial advisor for over 20 years and serves clients throughout the United States. Gregory is registered to provide investment advisory and brokerage services.
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
TN
01/31/2018 - Present
Wells Fargo Advisors Financial Network, LLC (KINGSPORT TN)
TN
10/16/2002 - 07/10/2014
UBS FINANCIAL SERVICES INC. (KINGPORT TN)
BOTH
Issued 11/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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