Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Anthis is a financial advisor who has been in the industry since December 14, 2008. Gregory is currently registered with Wells Fargo Clearing Services, LLC and is active in both Broker-Dealer and Investment Advisor capacities. Gregory has been registered with the firm since January 3, 2011. Gregory has held previous registrations with WELLS FARGO INVESTMENTS, LLC, which became inactive as a Broker-Dealer on January 3, 2011. Gregory holds licenses in multiple states and also has a Series 66 license, which allows Gregory to provide investment advice. Gregory has also passed the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7).
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
WA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (BELLEVUE WA)
WA
12/15/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (KIRKLAND WA)
BOTH
Issued 04/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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