Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Miller is a financial advisor who has been in the industry since February 26, 2001. Gregory is currently registered with Wells Fargo Advisors Financial Network, LLC in Dublin, Ohio. Gregory has been with Wells Fargo Advisors Financial Network, LLC since April 2009. Before joining Wells Fargo Advisors Financial Network, LLC, Gregory worked at Royal Alliance Associates, Inc. Gregory is a licensed and registered professional, holding a Series 7, Series 63, and Series 66 license. Gregory also holds a SIE license. Gregory provides a variety of financial services including financial planning, portfolio management for businesses, portfolio management for individuals, and investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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
OH
10/29/2015 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
02/27/2001 - 04/07/2009
ROYAL ALLIANCE ASSOCIATES, INC. (DUBLIN OH)
BOTH
Issued 04/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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