Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Francis Summers II is an investment advisor representative with Fidelity Personal And Workplace Advisors. Gregory has been in the financial services industry for over 10 years and is registered in multiple states. Gregory is a Series 66, Series 7, Series 34, and Series 3 licensed representative and has experience with a variety of financial products and services. Gregory previously worked with E*TRADE Securities LLC, LPL Financial LLC, Morgan Stanley, and Helfant Group, Inc. He is also registered with the state of Texas as an investment advisor representative.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
07/19/2024 - Present
Fidelity Personal AND Workplace Advisors (MORRISTOWN NJ)
NJ
07/01/2020 - 01/13/2023
E*TRADE SECURITIES LLC (MORRISTOWN NJ)
NJ
08/05/2015 - 07/30/2020
LPL FINANCIAL LLC (GLADSTONE NJ)
NJ
02/04/2013 - 05/26/2015
MORGAN STANLEY (WARREN NJ)
NY
06/02/2003 - 08/19/2003
HELFANT GROUP, INC. (NEW YORK NY)
BOTH
Issued 03/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2011
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 04/04/2011
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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