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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Carroll Watts is a financial advisor who has been in the industry since April 17, 2000. Gregory is currently registered with Edward Jones, a firm with over $824 billion in assets under management. Gregory is registered as an investment advisor representative in Texas. Gregory holds the Series 63, Series 66 and Series 7 licenses. He is also licensed to sell securities in Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Kentucky, Missouri, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Washington. Gregory specializes in working with high-net-worth individuals, individuals other than high-net-worth, businesses, corporations, charitable organizations, pension and profit sharing plans, and partnerships. He offers financial planning and portfolio management services to his clients.
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.
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.
See schedule d - miscellaneous
1
2
TX
02/09/2007 - Present
Edward Jones (ODESSA TX)
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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