Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Williamson is a financial advisor with over 40 years of experience in the industry. Gregory is currently registered with Sunbelt Securities, Inc. and is a Registered Representative and Investment Advisor. Gregory has a long and successful history in the financial industry, working previously at Lexington Investment Company, Inc., Prudential-Bache Securities Inc., and Thomson McKinnon Securities Inc. Gregory is committed to providing clients with personalized financial advice and guidance. Gregory is also active in the community, supporting several local charities. Gregory is a dedicated professional who is committed to helping clients reach 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.
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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2
TX
05/17/2022 - Present
Sunbelt Securities, Inc. (HOUSTON TX)
KY
11/19/1990 - 12/16/2019
LEXINGTON INVESTMENT COMPANY, INC. (LEXINGTON KY)
NY
09/15/1989 - 01/02/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
02/23/1981 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
BC
Issued 02/26/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 11/05/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 08/27/1982
Series 3 - National Commodity Futures Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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