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 Wilson is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since December 10, 2007. Gregory J Wilson is licensed to provide investment advice in 53 states and the District of Columbia, and holds licenses for Series 6, 7, 65, and 66 exams. Gregory J Wilson has previously worked for Delaware Distributors, L.P. and Lazard Frères & Co. LLC.
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
NC
12/22/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
PA
12/14/1998 - 04/06/2001
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
NY
10/09/2000 - 12/22/2000
LAZARD FRERES & CO. LLC (NEW YORK NY)
BOTH
Issued 08/19/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1998
Series 6 - Investment Company Products/Variable Contracts 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
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