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 Weigand is a financial advisor with LPL Financial LLC. Gregory has been in the financial industry since 1992. Gregory is registered as a broker-dealer in Arizona, California, Kansas, Maryland, Minnesota, Mississippi, Montana, North Carolina, Ohio, Texas, and Vermont. Gregory is also a registered investment advisor in California and Texas. Gregory has passed the Series 7, Series 24, Series 63, and Series 66 exams. Gregory is also a Registered Principal. Gregory is affiliated with the following firms: LPL Financial LLC, BANC of AMERICA INVESTMENT SERVICES, INC., 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.
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.
Consulting and other non-discretionary advisory services
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
AZ
04/30/2009 - Present
LPL Financial LLC (TUCSON AZ)
AZ
12/15/2006 - 03/27/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TUCSON AZ)
AZ
08/03/1992 - 12/20/2006
A. G. EDWARDS & SONS, INC. (TUCSON AZ)
BOTH
Issued 11/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Weigand is the right advisor for you? Invested Better is here to help.
