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 Teets is a financial advisor at Edward Jones. Gregory has been working in the financial industry since 1999 and has extensive experience in providing financial planning and investment management services to a diverse clientele. Gregory has also held previous roles with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, H.D. Vest Investment Services, Wells Fargo Investments, LLC, and A. G. Edwards & Sons, 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.
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
MO
04/28/2021 - Present
Edward Jones (ST. LOUIS MO)
MO
10/06/2009 - 04/19/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
01/01/2008 - 04/19/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
TX
07/19/2010 - 10/05/2011
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
CA
06/08/2010 - 01/06/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MO
08/26/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/03/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/01/2004
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 08/25/1999
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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