Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Williams is a financial advisor with Capital Client Group, Inc. Gregory Williams has been in the financial industry since 2019 and has a strong track record of success. Gregory Williams is licensed to provide financial advice in all 50 states and the District of Columbia.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
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CA
12/22/2020 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
CA
08/05/2019 - 11/18/2020
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
BC
Issued 08/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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