Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Syrios is a financial advisor with over 30 years of experience in the industry. Gregory has been a registered representative since 1993, holding licenses for both Broker-Dealer and Investment Advisor. He has worked with a variety of firms during his career, including A.G. Edwards & Sons, Inc. and Olde Discount Corporation. Currently, Gregory is the founder and owner of Syrios Wealth Management Group. The firm provides financial planning and portfolio management for individuals, businesses, and pension plans. Gregory has a comprehensive understanding of the financial markets and is committed to providing personalized advice and guidance to his clients.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/12/2024 - Present
Syrios Wealth Management Group (La Jolla CA)
CA
03/06/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LA JOLLA CA)
MI
10/25/1993 - 02/26/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/1993
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
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