Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Wolkom is a financial professional with over 20 years of experience in the financial services industry. He is currently registered with Wells Fargo Securities, LLC, and has held a Series 7, Series 24, Series 79, and Series 99TO license. Gregory holds a Series 63 license and is registered in 53 states. Gregory's previous experience includes a role at BANC OF AMERICA SECURITIES LLC.
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.
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.
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CA
08/05/2014 - Present
Wells Fargo Securities, LLC (San Francisco CA)
NY
03/07/1996 - 04/05/2006
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 09/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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