Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Briscoe is a financial advisor with over 11 years of experience in the industry. Gregory currently works with Cetera Investment Advisers LLC, a firm with over 6,600 registered representatives and approximately $104 billion in assets under management. Gregory has a broad range of experience, having previously worked with Wells Fargo Clearing Services, LLC, NYLIFE Distributors LLC, and NYLIFE Securities LLC. Gregory is a registered representative in Alabama, California, Colorado, Florida, Georgia, Kentucky, Mississippi, New York, North Carolina, Oregon, South Carolina, Tennessee, and Texas. Gregory is also a registered investment advisor in Georgia and Texas. Gregory holds Series 6, 7, 63, and 66 licenses and has passed the Securities Industry Essentials Exam (SIE). Gregory offers a variety of financial services to individuals, businesses, and institutions. These services include financial planning, portfolio management, pension consulting, and educational seminars.
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
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 11/2/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 8/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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