Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Beal is a financial advisor with over 10 years of experience in the financial services industry. He is a Certified Financial Planner™ professional and holds a Series 66, Series 7, and Series 24 licenses. Gregory currently works with Western Wealth Management LLC, a firm with over 10 years of experience offering financial and investment advisory services to individuals, families, businesses, and institutions. Gregory works primarily with high-net-worth individuals and families. He is a member of the Financial Planning Association and is committed to providing his clients with comprehensive financial planning and investment management 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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
04/30/2021 - Present
Western Wealth Management LLC (GOLDEN CO)
CO
05/24/2018 - 06/07/2021
MORGAN STANLEY (BOULDER CO)
CO
05/03/2017 - 03/09/2018
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
10/12/2015 - 05/16/2016
CETERA ADVISORS LLC (DENVER CO)
CO
04/18/2006 - 11/13/2008
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
NY
11/02/2005 - 02/27/2006
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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