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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 Francis Hannan is a financial advisor at Morgan Stanley. Gregory has been in the securities industry for over 20 years and has a wide range of experience in providing investment advice to individuals, families, and businesses. Gregory is registered with the Securities and Exchange Commission (SEC) and holds the Series 66, Series 65, and Series 63 licenses. Gregory is also registered with the Financial Industry Regulatory Authority (FINRA).
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
ID
02/01/2022 - Present
Morgan Stanley (Coeur D'Alene ID)
ID
11/27/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COEUR D'ALENE ID)
NA
02/01/1994 - 10/13/1994
U.S. BANCORP SECURITIES
NA
03/05/1991 - 01/20/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
03/05/1991 - 01/20/1994
IDS LIFE INSURANCE COMPANY
BOTH
Issued 01/25/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2007
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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