Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Manara is a financial advisor with Fidelity Personal and Workplace Advisors. Gregory has over 19 years of experience in the financial services industry. Gregory is registered to provide investment advisory services in Delaware, Maryland and Texas. Gregory is also registered as a broker-dealer in 22 states. Gregory has a Series 6, 7, 63 and 65 license as well as the SIE exam. Gregory is a Certified Financial Planner. Prior to joining Fidelity Personal and Workplace Advisors, Gregory worked for Charles Schwab & Co., Inc., State Farm VP Management Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, BB&T Investment Services, Inc., Transamerica Capital, Inc., Ferris, Baker Watts Incorporated, Legg Mason Wood Walker, Incorporated, MetLife Securities Inc., and Metropolitan Life Insurance Company. Gregory's specializations include providing financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
DE
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENVILLE DE)
MD
09/12/2013 - 01/29/2021
CHARLES SCHWAB & CO., INC. (Towson MD)
MD
04/17/2012 - 08/05/2013
STATE FARM VP MANAGEMENT CORP. (ELKTON MD)
NJ
03/30/2011 - 03/15/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
MD
07/13/2010 - 02/16/2011
BB&T INVESTMENT SERVICES, INC. (TIMONIUM MD)
CO
12/13/2007 - 06/08/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
MD
12/09/2003 - 12/03/2007
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
MD
01/09/2002 - 11/17/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MA
08/09/2000 - 01/03/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/09/2000 - 01/03/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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