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. Nelson is a financial advisor with over 18 years of experience in the industry. Gregory has a strong background in investment banking and has held positions at several prominent firms, including Bear, Stearns & Co. Inc., Friedman, Billings, Ramsey & Co., Inc. and Banc of America Securities LLC. Gregory is currently registered with TAG Capital Partners and holds the Series 7, Series 63 and Series 79TO licenses.
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.
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.
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2
NY
02/16/2023 - Present
TAG Capital Partners (NEW YORK NY)
NY
03/23/2020 - 12/12/2022
ASHLAND SECURITIES, LLC (NEW YORK NY)
NY
09/04/2014 - 04/13/2020
CUTTONE & CO., LLC (NEW YORK NY)
NY
05/19/2008 - 07/14/2014
U.S. RE SECURITIES, LLC (PEARL RIVER NY)
NY
08/14/2006 - 11/29/2007
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
04/14/2004 - 04/17/2006
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)
NY
09/28/2001 - 05/03/2002
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 09/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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