Unclaimed
Gregory Isaacs has over 28 years of experience in the securities industry. Gregory is currently registered with Carty & Company, Inc. and previously was registered with CREWS & ASSOCIATES, INC. Gregory is licensed to offer investment advice in Arkansas, Tennessee, and West Virginia. Gregory holds Series 7, 50, SIE, and 79TO licenses.
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.
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.
1
2
WV
05/09/2022 - Present
Carty & Company, Inc. (Charleston WV)
WV
04/19/1994 - 05/17/2022
CREWS & ASSOCIATES, INC. (CHARLESTON WV)
BC
Issued 05/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 04/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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