Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Miller is a financial advisor with Wells Fargo Clearing Services, LLC. Gregory has been in the financial services industry since 2009 and has a proven track record of success. Gregory holds the Series 6, 7, 63 and 66 securities licenses, as well as the SIE. Gregory has experience in providing financial planning, investment consulting, and portfolio management services to individuals and businesses. Previously Gregory worked at BBVA Securities Inc. and J.P. Morgan Securities LLC. Gregory is committed to providing his clients with the highest level of service and expertise.
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.
1
2
TX
06/10/2022 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
TX
02/10/2016 - 06/02/2021
BBVA SECURITIES INC. (FORT WORTH TX)
TX
10/01/2012 - 06/19/2014
J.P. MORGAN SECURITIES LLC (FT. WORTH TX)
TX
07/13/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)
BOTH
Issued 04/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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