Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Barber is a financial advisor with over 20 years of experience. He has held leadership positions in a variety of financial firms and is currently a managing member of Executive Wealth Management, LLC. Gregory has a wide range of experience in financial services, including investment advisory, tax preparation, and insurance. Gregory also holds both Series 63 and Series 65 licenses. He specializes in providing financial advice to individuals and families. Gregory is committed to helping his clients achieve their financial goals.
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.
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.
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MI
10/29/2010 - Present
Executive Wealth Management, LLC (BRIGHTON MI)
MI
06/01/2017 - 12/12/2022
PRIVATE CLIENT SERVICES, LLC (Brighton MI)
MI
02/17/2009 - 06/06/2017
INVEST FINANCIAL CORPORATION (NORTHVILLE MI)
MI
06/21/2004 - 02/24/2009
ROYAL ALLIANCE ASSOCIATES, INC. (PLYMOUTH MI)
CT
10/20/1998 - 07/08/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 11/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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