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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 Ek has been in the financial industry since 1998 and is currently a registered representative with Morgan Stanley. Gregory has held previous positions at WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Gregory is a Series 3, 7, 9, 10, 63, and 65 licensed professional and has experience in securities and advisory services. Gregory is currently registered in 37 states and two Canadian provinces, specializing in several areas including retirement planning, college savings, investment management, and insurance. Gregory's dedication to understanding clients’ needs and providing personalized advice has helped Gregory achieve significant success in the financial services industry.
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
KS
03/19/2020 - Present
Morgan Stanley (Wichita KS)
KS
01/01/2008 - 01/23/2013
WELLS FARGO ADVISORS, LLC (OVERLAND PARK KS)
KS
01/08/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
IA
Issued 12/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2005
Series 3 - National Commodity Futures Examination
BC
Issued 01/07/1998
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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