Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Howard Singletary is a financial advisor who has been active in the industry since 1980. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Gregory has a diverse range of experience having worked with several firms during his career, including Wachovia Securities, LLC, First Union Capital Markets Corp., Branch, Cabell & Co., Inc., Alex. Brown & Sons Incorporated, and Johnson, Lane, Space, Smith & Co., Inc. Gregory specializes in working with individual clients, businesses, high-net-worth individuals, pension and profit-sharing plans, insurance companies, charitable organizations, and corporations. He offers a wide range of services, including financial planning, portfolio management, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
VA
04/07/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RICHMOND VA)
VA
10/01/1999 - 04/07/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
NC
01/26/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
VA
05/23/1995 - 01/29/1999
BRANCH, CABELL & CO., INC. (RICHMOND VA)
NA
09/30/1988 - 05/19/1995
ALEX. BROWN & SONS INCORPORATED
NA
09/23/1980 - 10/05/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
IA
Issued 07/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gregory Singletary is the right advisor for you? Invested Better is here to help.
