Unclaimed
Gregory Zander has been in the financial services industry since May 12, 1987. Gregory is currently registered with MML Investors Services, LLC in South Carolina and has been with the firm since March 25, 2017. Gregory has previously worked for MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY, PARK AVENUE SECURITIES LLC, GUARDIAN INVESTOR SERVICES CORPORATION, BNL SECURITIES INC., and FOCUS SECURITIES, INC. Gregory holds Series 6, 7, 24, 63, and 66 licenses. Gregory provides financial planning, pension consulting, asset allocation programs, and educational seminars to individual and business clients. Gregory also provides portfolio management services to individuals and businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
SC
03/25/2017 - Present
MML Investors Services, LLC (Greer SC)
SC
09/28/2000 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GREENVILLE SC)
SC
09/28/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GREENVILLE SC)
NY
05/03/1999 - 09/25/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/05/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
11/09/1988 - 12/31/1988
BNL SECURITIES INC.
NA
05/07/1987 - 11/21/1988
FOCUS SECURITIES, INC.
BOTH
Issued 12/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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