Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Berton Briscoe is a financial advisor with Cetera Investment Advisers LLC. Gregory has been a registered representative in the securities industry since 2012 and is a registered investment advisor representative. Gregory holds the Series 6, 7, 63 and 66 licenses. Gregory has worked for various firms over the years, including New York Life Insurance Company, Wells Fargo Advisors, LLC, Wells Fargo Bank NA, Wells Fargo Clearing Services, LLC, Regions Bank and Cetera Investment Services LLC. Gregory specializes in providing financial planning, pension consulting, educational seminars and selection of other advisors.
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.
1
2
GA
01/24/2023 - Present
Cetera Investment Advisers LLC (ELBERTON GA)
GA
10/19/2016 - 11/15/2017
WELLS FARGO CLEARING SERVICES, LLC (ATHENS GA)
NY
07/29/2014 - 10/10/2016
NYLIFE DISTRIBUTORS LLC (SLEEPY HOLLOW NY)
NY
08/15/2012 - 07/30/2014
NYLIFE SECURITIES LLC (SLEEPY HOLLOW NY)
BOTH
Issued 12/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Briscoe is the right advisor for you? Invested Better is here to help.
