Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Eftink is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide investment advice in multiple states. Gregory has previously worked at Wells Fargo Clearing Services, LLC and Capitol Securities Management, Inc. Gregory holds the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Examination. Gregory specializes in providing investment advice to individuals, corporations, and institutions. Gregory's experience and qualifications make him a valuable resource for clients seeking financial guidance.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
VA
08/24/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RESTON VA)
VA
10/25/2005 - 08/14/2018
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
VA
05/08/2002 - 11/01/2005
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
CA
07/05/2001 - 05/06/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
IA
Issued 01/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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