Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Gorman is an investment advisor representative with J. W. Cole Advisors, Inc. Gregory has been in the financial services industry since April 1996. Gregory holds Series 6, 22, 62, 63 and 65 licenses. Gregory is registered to provide investment advice in Arizona, Arkansas, Idaho, Michigan, Minnesota and Wisconsin.
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.
Hourly & fixed rate consulting
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
FL
04/28/2023 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
MN
02/09/2002 - 04/28/2023
PARKLAND SECURITIES, LLC (East Bethel MN)
CA
08/04/1997 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
TX
04/15/1996 - 07/30/1997
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 06/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2019
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2008
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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