Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Walters is an investment advisor representative at Corient Capital Partners, LLC. He is registered to provide investment advice in California and Texas. Gregory has been in the securities industry since 2006. His previous experience includes roles at Purshe Kaplan Sterling Investments, INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gregory is also a member of the Investment Committee for The Pacific Symphony. Gregory holds the Series 66, Series 7 and SIE licenses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
11/14/2022 - Present
Corient (NEWPORT BEACH CA)
CA
09/28/2015 - 05/25/2016
PURSHE KAPLAN STERLING INVESTMENTS (Newport Beach CA)
CA
07/17/2008 - 09/29/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
NY
11/03/2006 - 06/18/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 01/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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