Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Difani is a financial advisor with over 15 years of experience in the financial services industry. Gregory is currently registered with Wells Fargo Clearing Services, LLC and is licensed in Georgia and Texas. Gregory has a broad range of experience, having previously worked at Edward Jones. He is also Series 66, Series 7, Series 9, Series 10 and Series 31 licensed and holds the SIE designation.
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
GA
10/20/2022 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
MO
08/29/2006 - 05/22/2014
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/29/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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