Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Marsh is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Gregory has been in the industry since 1998 and holds FINRA licenses Series 63, Series 66, and Series 7 and the SIE exam. Gregory's firm manages assets for a range of clients including high net worth individuals, corporations, pension and profit sharing plans, individuals and charitable organizations.
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.
Investment consulting services to institutional clients
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
NJ
04/29/2020 - Present
Wells Fargo Advisors Financial Network, LLC (WARREN NJ)
NJ
10/02/2006 - 07/13/2009
GWFS EQUITIES, INC. (BLOOMFIELD NJ)
MA
12/02/2005 - 10/18/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/02/2005 - 10/18/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MO
07/01/2003 - 10/05/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/02/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/06/1998 - 10/10/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 02/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Marsh is the right advisor for you? Invested Better is here to help.
