Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory J. Batista is a financial advisor with J. Wood Capital Advisors LLC, registered with FINRA and the state of California. Gregory J. Batista holds the Series 7, Series 79, Series 63, and SIE licenses. Gregory J. Batista has been in the industry since 2016. Gregory J. Batista is based in SANTA ROSA, CA and has been with J. Wood Capital Advisors LLC since 2016.
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.
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.
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CA
08/29/2016 - Present
J. Wood Capital Advisors LLC (SANTA ROSA CA)
BC
Issued 07/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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