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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 Keefer is an investment advisor with over 20 years of experience in the financial industry. Gregory has worked for several notable firms including Citigroup Global Markets Inc., Legg Mason Investor Services, LLC, and Salomon Brothers Inc. He has held various roles at these firms, gaining a wide range of experience in the financial industry. Currently, Gregory is a registered representative with Morgan Stanley, serving clients from their Greenwich, Connecticut office. Gregory's expertise encompasses various areas including portfolio management for individuals, businesses, and investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
04/02/2020 - Present
Morgan Stanley (Greenwich CT)
NY
04/01/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
12/01/2005 - 04/09/2008
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
05/01/1998 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/01/1998 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
12/23/1997 - 04/03/1998
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 03/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1998
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 12/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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