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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Wyma is a financial advisor with Edward Jones, a well-established firm known for its personalized approach to wealth management. Gregory has been serving clients since 1997, a testament to his dedication and commitment to the industry. He offers a range of services to help individuals and families achieve their financial goals, including financial planning, retirement planning, and investment management. He has a proven track record of success, having served clients in various states, including Michigan, Texas, and Washington. He is a CERTIFIED FINANCIAL PLANNER™ professional, demonstrating his commitment to providing comprehensive and knowledgeable financial advice. With his experience and qualifications, Gregory Wyma is well-positioned to guide clients towards financial success.
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.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d - miscellaneous
1
2
MI
07/15/2021 - Present
Edward Jones (GRAND RAPIDS MI)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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