linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gregory Henry Weibley

Finalis Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gregory? Claim Your Profile

About Gregory Henry Weibley

Gregory Henry Weibley is a financial professional with over 20 years of experience in the securities industry. Gregory has held various roles at prominent firms including J.P. Morgan Securities LLC, Wachovia Capital Markets, LLC, and BT Alex. Brown Incorporated. Currently, Gregory is registered with Finalis Securities LLC and is licensed in California and Massachusetts. Gregory has demonstrated his commitment to professional development by holding numerous industry licenses and passing several exams including the Series 7, 9, 10, 57TO, and SIE.

Firm Information

Gregory Weibley is currently registered with Finalis Securities LLC. Finalis Securities LLC is a Limited Liability Company formed in September 2019. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

337

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gregory Weibley’s Registration & Firm History

NY

04/19/2023 - Present

Finalis Securities LLC (New York NY)

MA

10/01/2008 - 09/04/2021

J.P. MORGAN SECURITIES LLC (BOSTON MA)

MA

02/16/2006 - 10/01/2008

J.P. MORGAN SECURITIES INC. (BOSTON MA)

NC

07/01/2003 - 06/28/2005

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

MO

10/01/1999 - 07/01/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

MD

11/10/1998 - 10/12/1999

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NC

09/24/1999 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

MD

09/01/1997 - 10/12/1998

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NA

02/04/1997 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

Not sure if Gregory Henry Weibley is right for you?

Licenses & Designations

BC

Issued 08/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/20/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/18/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Henry Weibley.
Not sure if Gregory Henry Weibley is right for you?