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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 Coghlan is an active investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Gregory has been working in the financial industry since November 1993 and has a proven track record of success. Gregory holds several industry licenses and certifications including Series 7, Series 24, Series 63, and Series 65. Gregory has experience providing a variety of financial services to individuals, families, and businesses, including investment consulting services, financial planning, portfolio management, and pension consulting. Gregory is committed to providing personalized financial advice and solutions that help clients achieve their financial goals. Gregory has been registered with Wells Fargo Advisors Financial Network, LLC since 2009. Before that, Gregory was with Merrill Lynch, Pierce, Fenner & Smith Incorporated from 1993 to 2007.
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.
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2
CT
03/08/2023 - Present
Wells Fargo Advisors Financial Network, LLC (FAIRFIELD CT)
CT
11/17/1993 - 11/19/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
IA
Issued 10/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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