Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Wells is an active Registered Investment Advisor (IA) and Broker-Dealer (BD) representative with over 30 years of experience in the financial industry. Gregory is a registered principal and has passed the Series 7, 8, 9, 10, 24, 63 and 65 exams. Gregory is currently employed by Wells Fargo Advisors Financial Network, LLC and has been with the firm since July 2024. Prior to that, Gregory was employed by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Gregory has a strong track record of success in providing financial advice and investment management services to a wide range of clients. Gregory is committed to providing personalized financial guidance to help clients achieve their financial goals.
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
IL
08/21/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LAKE FOREST IL)
IL
04/13/1998 - 10/25/2023
WELLS FARGO CLEARING SERVICES, LLC (ORLAND PARK IL)
NY
08/22/1989 - 04/21/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 03/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/15/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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