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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 Welsh is a financial advisor with over 30 years of experience in the financial services industry. Gregory has worked for several large financial institutions including Merrill Lynch, Pierce, Fenner & Smith Inc., Thrivent Investment Management Inc., and Stifel, Nicolaus & Company, Incorporated. Gregory holds Series 7, 63, and 66 licenses and a Securities Industry Essentials (SIE) designation. Gregory is registered to provide investment advice in Arkansas, California, Colorado, Florida, Massachusetts, New York, Oklahoma, Texas, and Virginia. Gregory is also registered to provide investment advice as an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Gregory specializes in providing investment advice to individuals, businesses, and retirement plans. In addition to Gregory's work as a financial advisor, Gregory also serves as a Director/Board member for 316 Counseling Center. Gregory is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
TX
01/04/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MCKINNEY TX)
TX
05/20/2022 - 10/21/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Allen TX)
NA
01/13/1989 - 01/30/1990
GUARDIAN INVESTOR SERVICES CORPORATION
NA
06/06/1988 - 02/04/1989
MML INVESTORS SERVICES, INC.
NA
08/31/1987 - 05/13/1988
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NA
05/21/1987 - 08/21/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BOTH
Issued 07/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
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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