Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory James Pasler is an active investment advisor representative and broker with Fidelity Personal And Workplace Advisors. Gregory has been working in the financial services industry since February 27, 1998. Gregory has a strong track record of success in providing financial advice to individuals, families, and businesses. He is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning services. Prior to joining Fidelity, Gregory worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, USAA Financial Advisors, Inc., Chase Investment Services Corp., The O.N. Equity Sales Company, WFG Investments, Inc., Pro-Integrity Securities, Inc., UBS PaineWebber Inc., and First Union Brokerage Services, Inc.
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
TX
10/18/2021 - Present
Fidelity Personal AND Workplace Advisors (THE WOODLANDS TX)
TX
12/08/2015 - 09/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CONROE TX)
TX
08/18/2011 - 12/09/2015
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
04/14/2010 - 08/08/2011
CHASE INVESTMENT SERVICES CORP. (CONROE TX)
TX
09/08/2009 - 04/09/2010
THE O.N. EQUITY SALES COMPANY (MONTGOMERY TX)
TX
08/05/2008 - 08/17/2009
WFG INVESTMENTS, INC. (MONTGOMERY TX)
TX
01/03/2005 - 07/22/2008
WFG INVESTMENTS, INC. (DALLAS TX)
TX
09/05/2002 - 12/31/2004
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
NJ
07/12/2000 - 09/30/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NC
02/12/1999 - 07/12/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
11/26/1997 - 01/26/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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