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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 Evans Reynolds is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Gregory has been in the industry since March 1996 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension plans. Gregory holds Series 7, 31, and 63 securities licenses, as well as a Series 65 investment advisor license. Gregory has been registered with Merrill Lynch since October 2009. Prior to joining Merrill Lynch, Gregory worked at BANC OF AMERICA INVESTMENT SERVICES, INC., EDWARD JONES, STIFEL, NICOLAUS & COMPANY, INCORPORATED, UMB SCOUT BROKERAGE SERVICES, INC., and MAGNA INVESTMENTS.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MO
10/18/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRONTENAC MO)
MO
04/14/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHESTERFIELD MO)
MO
09/21/2001 - 04/15/2003
EDWARD JONES (ST. LOUIS MO)
MO
05/18/2001 - 10/02/2001
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
04/22/1999 - 06/21/2001
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
MO
07/01/1997 - 04/23/1999
MAGNA INVESTMENTS (ST. LOUIS MO)
NY
03/11/1996 - 07/14/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 03/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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