Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory d? Claim Your ProfileGregory Lew is a financial advisor with UBS Financial Services Inc. based in BELLEVUE, WA. Gregory has been in the financial industry since 1984. Gregory is licensed in 21 states to offer a wide range of financial planning services to individuals, families, and businesses. Gregory specializes in providing investment advice and portfolio management services. Gregory's prior affiliations include LINSCO/PRIVATE LEDGER CORP. and DEAN WITTER REYNOLDS INC.. Gregory holds Series 7, 24, and 63 licenses. Gregory has also passed the SIE exam.
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.
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.
See schedule d - miscellaneous
1
2
WA
04/04/2002 - Present
UBS Financial Services Inc. (BELLEVUE WA)
SC
01/14/2000 - 01/02/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
06/20/1984 - 04/06/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 06/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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