Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory D Cho is a registered investment advisor with Morgan Stanley. Gregory has been in the industry since 2002 and has been registered with Morgan Stanley since 2009. Gregory is also registered with UBS Financial Services Inc., Citigroup Global Markets Inc., and Quest Capital Strategies, Inc. Gregory specializes in investment advisory services, financial planning, portfolio management for individuals, businesses, and investment companies, pension consulting, and educational seminars.
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
CA
02/24/2020 - Present
Morgan Stanley (Santa Rosa CA)
CA
05/03/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SANTA ROSA CA)
NJ
04/04/2002 - 05/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
11/21/2001 - 12/31/2001
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BOTH
Issued 04/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gregory Cho is the right advisor for you? Invested Better is here to help.
