Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory David Widroe is a financial professional with over 20 years of experience in the industry. Gregory is currently registered with Houlihan Lokey Capital, Inc. and has previously worked for MVP Capital Advisors, LLC, Financial Telesis Inc, and Amsterdam Pacific Securities, LLC. Gregory holds several licenses, including Series 7, 24, 63, and 79. Gregory has a strong background in investment banking and securities.
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.
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.
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2
CA
09/14/2020 - Present
Houlihan Lokey Capital, Inc. (San Francisco CA)
CA
10/31/2017 - 09/02/2020
MVP CAPITAL ADVISORS, LLC (San Francisco CA)
CA
12/20/2012 - 11/01/2017
FINANCIAL TELESIS INC (SAN FRANCISCO CA)
CA
08/05/1998 - 05/10/2000
AMSTERDAM PACIFIC SECURITIES, LLC (SAN FRANCISCO CA)
BC
Issued 12/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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