Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Counts Wilson has been in the financial industry since 1996. Gregory is currently registered as an Investment Advisor Representative in Georgia and North Carolina. Gregory is associated with JT Stratford, LLC. Prior to this role Gregory was associated with TRIAD ADVISORS LLC, AMERICAN GENERAL SECURITIES INCORPORATED, WASHINGTON SQUARE SECURITIES, INC., WMA SECURITIES, INC., IFG NETWORK SECURITIES, INC., and NYLIFE SECURITIES INC. Gregory has passed the Series 6, Series 7, Series 63, and Series 65 exams.
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.
Consulting agreement
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.
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GA
05/16/2014 - Present
JT Stratford, LLC (BRASELTON GA)
GA
02/17/2005 - 12/31/2018
TRIAD ADVISORS LLC (Braselton GA)
AZ
12/05/2001 - 02/23/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
CT
07/09/1998 - 12/06/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
GA
07/23/1997 - 07/27/1998
WMA SECURITIES, INC. (DULUTH GA)
GA
02/03/1997 - 07/30/1997
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
05/10/1996 - 07/28/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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