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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 Wendt is an Investment Advisor Representative with Perigon Wealth Management, LLC. Gregory has been in the industry for over 20 years. Gregory has experience in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Gregory has a strong track record of success in helping clients achieve their financial goals. Previously Gregory worked at United Planners' Financial Services of America A Limited Partner, Financial West Group, Prudential Securities Incorporated, PaineWebber Incorporated, Dabney/Resnick, Inc., and Smith Barney, Harris Upham & Co., Incorporated. Gregory is a Certified Financial Planner and is licensed to sell securities in California.
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.
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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CA
03/14/2023 - Present
Perigon Wealth Management, LLC (SANTA MONICA CA)
CA
12/03/2004 - 09/18/2006
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (TORRANCE CA)
NV
09/11/2002 - 11/30/2004
FINANCIAL WEST GROUP (RENO NV)
NY
09/06/2000 - 09/16/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
05/23/1994 - 09/20/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
05/18/1993 - 06/02/1994
DABNEY/RESNICK, INC. (BEVERLY HILLS CA)
NY
06/01/1992 - 01/21/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 03/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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