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 Lane is a financial advisor with Wellfit Financial, based in Phoenix, Arizona. Gregory has been in the financial services industry since 1995. Gregory is a Certified Financial Planner and holds Series 7, 24, 63, and 65 licenses. Gregory provides portfolio management services for both individuals and businesses. Gregory has a strong track record of providing financial advice to clients. Gregory is a trusted advisor who is dedicated to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
03/26/2009 - Present
Wellfit Financial (PHOENIX AZ)
AZ
05/01/2001 - 03/31/2009
FSC SECURITIES CORPORATION (PRESCOTT AZ)
CA
05/09/1995 - 05/01/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 04/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 05/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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