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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 Eric Weiss is a financial advisor who has been in the industry since 1993. Gregory is currently registered with Wells Fargo Clearing Services, LLC and has been with them since 2004. Previously, Gregory worked for Legg Mason Wood Walker, Incorporated, First Union Securities, Inc., Intercontinental Equities, Inc., and Chatfield Dean & Co., Inc.. Gregory holds both Series 7 and Series 63 licenses, as well as a Series 65 license. Gregory has a strong background in financial planning and portfolio management for both individuals and businesses. Gregory is committed to providing his clients with personalized investment advice and guidance.
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
CO
05/25/2004 - Present
Wells Fargo Clearing Services, LLC (LAKEWOOD CO)
MD
09/01/2000 - 03/08/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
12/03/1996 - 07/27/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
CO
01/14/1993 - 11/14/1996
INTERCONTINENTAL EQUITIES, INC. (BOULDER CO)
CO
01/04/1993 - 01/13/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 11/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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