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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 Paul is a financial advisor with Morgan Stanley. Gregory has been in the industry since 2015 and is licensed to provide investment advice and securities in all 50 states plus the District of Columbia and Puerto Rico. Gregory previously worked at Sanford C. Bernstein & Co., LLC. Gregory is a graduate of [add any relevant degrees if available] and has a deep understanding of the financial markets. Gregory specializes in [list specialties from the 'specializations' list if available] and is committed to providing his clients with personalized financial advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
02/22/2023 - Present
Morgan Stanley (Wellesley MA)
NY
02/11/2021 - 12/20/2022
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
02/19/2015 - 01/14/2021
MORGAN STANLEY (NEW YORK NY)
IA
Issued 04/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2014
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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