Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Harrison is a financial advisor with over 30 years of experience in the industry. Gregory is currently registered with Wells Fargo Clearing Services, LLC in California and Texas. Gregory has experience with a variety of clients, including individuals, businesses, pension and profit sharing plans, and charitable organizations. Gregory’s previous employers include A. G. Edwards & Sons, Inc., Stone & Youngberg LLC, Robert Thomas Securities, Inc, and Municicorp of California. Gregory holds Series 7, 9, 10, 63, 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.
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.
Investment consulting services to institutional clients
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
CA
12/03/2014 - Present
Wells Fargo Clearing Services, LLC (CHICO CA)
CA
09/26/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHICO CA)
CA
06/08/1990 - 10/02/1997
STONE & YOUNGBERG LLC (SAN FRANCISCO CA)
FL
02/09/1990 - 06/19/1990
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CA
02/26/1987 - 02/14/1990
MUNICICORP OF CALIFORNIA (WOODLAND HILLS CA)
BC
Issued 11/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/23/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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