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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 Bootsma is a financial advisor with Morgan Stanley. Gregory is a registered representative with both FINRA and the state of Michigan. Gregory joined Morgan Stanley in June 2009 after working for Morgan Stanley & Co. Incorporated. Gregory has a Series 63, Series 66, and Series 7 licenses. He has been working in the industry since December 1988. Gregory is a registered representative and investment advisor in multiple states including Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Louisiana, Maryland, Michigan, Minnesota, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Washington, and Wisconsin. Gregory has experience providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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
MI
01/04/2016 - Present
Morgan Stanley (Grand Rapids MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GRAND RAPIDS MI)
MI
09/04/1998 - 04/02/2007
MORGAN STANLEY DW INC. (GRAND RAPIDS MI)
OH
04/25/1994 - 09/10/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
MI
04/30/1992 - 12/31/1993
KENT KING SECURITIES CO., INC. (GRAND RAPIDS MI)
NY
02/15/1988 - 06/29/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
10/22/1986 - 02/15/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 09/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/1986
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/1986
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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