Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Gillis is a financial advisor with Alliancebernstein LP located in Nashville, Tennessee. Gregory has been in the financial services industry since June 2015. Prior to joining Alliancebernstein LP, Gregory was employed at Fifth Third Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and National Securities Corporation. Gregory is a Certified Financial Planner® and holds FINRA Series 7, 24, 63, and 66 licenses. Gregory specializes in investment advice, asset allocation, portfolio management, and financial planning for individuals, businesses, and institutions.
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.
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
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.
1
2
TN
04/04/2022 - Present
Alliancebernstein LP (NASHVILLE TN)
FL
05/05/2021 - 03/02/2022
FIFTH THIRD SECURITIES, INC. (BOCA RATON FL)
FL
08/01/2016 - 05/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
FL
03/03/2015 - 05/26/2016
NATIONAL SECURITIES CORPORATION (MIAMI FL)
BOTH
Issued 09/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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