Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Nascimento is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Gregory has been in the financial services industry since 1999 and has held previous roles with First Union Brokerage Services, Inc. and Dean Witter Reynolds Inc. Gregory holds the Series 63, Series 65, Series 7, and Series 31 securities licenses and is registered to offer investment advisory services in New Jersey and New York. Gregory is also a registered representative in New Jersey and New York.
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.
1
2
NJ
01/05/2004 - Present
Wells Fargo Clearing Services, LLC (PARAMUS NJ)
NC
02/01/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
03/10/1999 - 12/17/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gregory Nascimento is the right advisor for you? Invested Better is here to help.
