Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Yank is a financial professional with over 15 years of experience in the financial services industry. Gregory is currently registered with RBC Capital Markets, LLC, and has been with the firm since September 2021. Prior to joining RBC Capital Markets, LLC, Gregory worked with Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Gregory is a Series 66, Series 7, and SIE exam holder. Gregory is registered to provide investment advice in Nebraska, Texas and various other states. Gregory provides a range of financial services, including portfolio management, financial planning, selection of other advisors, and educational seminars.
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.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NE
09/23/2021 - Present
RBC Capital Markets, LLC (LINCOLN NE)
NE
01/03/2011 - 10/04/2021
WELLS FARGO CLEARING SERVICES, LLC (LINCOLN NE)
NE
07/03/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LINCOLN NE)
NA
01/13/1988 - 08/08/1988
NYLIFE SECURITIES INC.
BOTH
Issued 11/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, 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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