Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Prince is a financial advisor at Mission Wealth Management, LP, located in Santa Barbara, California. Gregory has been in the financial services industry since 2000. Gregory is a Certified Financial Planner and holds Series 3, 4, 7, 24, 55, and 63 licenses. Prior to joining Mission Wealth Management, LP, Gregory worked at Weeden & Co. LP in Greenwich, Connecticut.
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.
Family wealth management
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.
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CA
12/17/2021 - Present
Mission Wealth Management, LP (SANTA BARBARA CA)
CA
08/13/2012 - 01/19/2016
WEEDEN & CO.L.P. (GREENBRAE CA)
NY
05/20/2008 - 09/26/2012
NEW ALBION PARTNERS LLC (NEW YORK NY)
NY
05/06/2005 - 05/05/2008
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
10/02/2000 - 05/02/2005
ADIRONDACK ELECTRONIC MARKETS LLC (NEW YORK NY)
NY
09/22/2000 - 10/02/2000
KBC FINANCIAL PRODUCTS USA, INC. (NEW YORK NY)
BC
Issued 05/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2012
Series 4 - Registered Options Principal Examination
BC
Issued 10/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2006
Series 3 - National Commodity Futures Examination
BC
Issued 09/27/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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