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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 Cole Gibson is a financial advisor with over 30 years of experience in the industry. Gregory is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Gregory has been with Merrill Lynch for over 16 years. Gregory is also registered with Oppenheimer & Co. Inc. and UBS Financial Services Inc.. Gregory specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. Gregory also provides advisory services for insurance companies, charitable organizations, and pension and profit-sharing plans. Gregory is a licensed securities representative with Series 7, 31, and 63 licenses, as well as Series 65 for investment advisors. Gregory holds a SIE license. Gregory's expertise includes portfolio management, financial planning, and retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NC
08/22/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENSBORO NC)
NC
03/24/2009 - 09/01/2016
OPPENHEIMER & CO. INC. (GREENSBORO NC)
NC
10/24/2008 - 03/19/2009
STANFORD GROUP COMPANY (GREENSBORO NC)
NC
11/08/2002 - 10/31/2008
UBS FINANCIAL SERVICES INC. (GREENSBORO NC)
NY
10/19/1983 - 11/12/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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