Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Greenhouse is an active investment advisor representative and has been in the industry for over 23 years. Gregory is registered with Robert W. Baird & Co. Inc., a firm which has over 3,300 registered representatives. Previous to this, Gregory has held positions at Morgan Stanley DW Inc. and PRUCO Securities Corporation. Gregory is a licensed general securities principal and is registered in 7 states, including Wisconsin and Illinois.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
06/18/2003 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
NY
02/26/1999 - 07/05/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
12/14/1998 - 02/23/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/23/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/31/1999
Series 3 - National Commodity Futures Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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