Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Edmund Kessler jr is an investment advisor representative with Wells Fargo Clearing Services, LLC. Gregory has been in the financial industry since 1996. Gregory holds several professional designations including Series 4, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 63, Series 65, and Series 99TO. Prior to joining Wells Fargo Clearing Services, Gregory worked for MML Investors Services, LLC, MSI Financial Services, Inc., Invest Financial Corporation, Halen Capital, Edward Jones, and Raymond James & Associates, Inc..
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.
1
2
PA
01/22/2020 - Present
Wells Fargo Clearing Services, LLC (WAYNE PA)
PA
03/25/2017 - 01/15/2020
MML INVESTORS SERVICES, LLC (ALLENTOWN PA)
PA
08/03/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ALLENTOWN PA)
FL
02/02/2015 - 03/16/2015
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
05/28/2014 - 09/11/2014
HALEN CAPITAL (CLEARWATER FL)
MO
03/31/2014 - 04/22/2014
EDWARD JONES (ST. LOUIS MO)
NJ
09/18/2012 - 12/31/2013
RAYMOND JAMES & ASSOCIATES, INC. (PARAMUS NJ)
FL
01/24/1995 - 12/31/2011
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 09/07/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 09/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/25/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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