Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Moran is a securities professional with over 20 years of experience in the financial services industry. Gregory is currently registered with Meridian Equity Partners, Inc. and holds a Series 7, Series 55, Series 4, and Series 63 license. Gregory has a background in trading and investment banking, and is dedicated to providing clients with personalized financial advice. Gregory's previous experience includes working at BANC of America Securities LLC, Smith Barney Inc. and Salomon Brothers Inc.
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.
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.
1
2
NY
07/21/2008 - Present
Meridian Equity Partners, Inc. (Rockville Centre NY)
NY
05/04/1998 - 10/08/1999
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
11/29/1997 - 04/17/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
08/01/1994 - 04/17/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 08/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2013
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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