Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Bordelon is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Gregory has been in the financial services industry since 1986. Gregory is registered with the state of Louisiana and Texas and is licensed to provide financial advice in several other states. Gregory has experience working with a variety of clients, including individuals, families, businesses, and institutions. Gregory is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
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2
LA
01/10/2020 - Present
Wells Fargo Advisors Financial Network, LLC (OPELOUSAS LA)
LA
01/01/2008 - 01/09/2020
WELLS FARGO CLEARING SERVICES, LLC (OPELOUSAS LA)
LA
06/24/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OPELOUSAS LA)
BOTH
Issued 04/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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