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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 D. Velho is a financial advisor with Wells Fargo Clearing Services, LLC. Gregory has been in the industry since 2000 and has experience with a variety of investment products and services. Gregory has been registered with the Securities and Exchange Commission (SEC) since 2000 and has been licensed to sell securities in 33 states, including Florida, Texas and California. Gregory also holds the Series 65, Series 66, Series 7, Series 31 and SIE licenses. In addition to his work at Wells Fargo, Gregory was previously employed at MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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
FL
01/24/2019 - Present
Wells Fargo Clearing Services, LLC (WINTER SPRINGS FL)
FL
06/01/2009 - 11/19/2010
MORGAN STANLEY SMITH BARNEY (ORLANDO FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ORLANDO FL)
FL
09/30/2005 - 04/02/2007
MORGAN STANLEY DW INC. (ORLANDO FL)
NY
07/07/2000 - 10/04/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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