Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Chalas is a financial advisor with over 11 years of experience in the financial services industry. Gregory is currently registered with Eaton Vance Management, where has been with the company since 2012. Previously, Gregory worked with Sun Life Financial Distributors, Inc. Gregory holds multiple licenses, including Series 6, Series 7, Series 63, and Series 66. Gregory is a skilled financial professional with expertise in providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles. In addition, Gregory is also a board member for the Dye Jr Committee, which oversees a golf tournament for junior golfers.
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.
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.
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.
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.
Percentage of portfolio income
1
2
MA
08/01/2012 - Present
Eaton Vance Management (BOSTON MA)
MA
04/27/2010 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 07/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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