Unclaimed
Gregory David Singer is a financial advisor with Capital Group Private Client Services, Inc. Gregory is a registered Investment Advisor in California, Georgia, Illinois, Nevada, New York and Texas. Gregory has experience in financial services, including a previous role at Sanford C. Bernstein & Co., LLC. Gregory David Singer has Series 7 and Series 65 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.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
NY
03/05/2012 - 10/22/2012
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
IA
Issued 10/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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