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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 Laetsch is a financial advisor with over 40 years of experience in the industry. Gregory is currently registered with Morgan Stanley and is also a registered investment advisor in both California and Texas. Gregory has previously worked with Citigroup Global Markets Inc., where he was registered from January 1980 to June 2009. Gregory holds several licenses and certifications, including Series 7, 8, 9, 10, 52, 63, and 65, and has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and institutions. In addition to his work at Morgan Stanley, Gregory is also involved in other business ventures, including Laetsch Properties LLC, LAETSCH INVESTMENTS LLC, and Chateau Montelena.
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
CA
02/24/2014 - Present
Morgan Stanley (Los Angeles CA)
CA
01/19/1980 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
IA
Issued 10/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/1982
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1987
Series 5 - Interest Rate Options Examination
BC
Issued 01/19/1980
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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