Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Zane is an Investment Advisor Representative at Fidelity Personal and Workplace Advisors. Gregory has over 19 years of experience in the financial services industry and holds a Series 7, Series 63, and Series 65 licenses, along with a Series 24 Principal License. Gregory also holds the designation of Certified Financial Planner. Gregory provides financial planning and portfolio management services for individuals, businesses, and retirement plans. Gregory is licensed in California, Texas, Alaska, Arizona, Colorado, Florida, Hawaii, Idaho, Illinois, Michigan, Nevada, New Mexico, Oregon, Tennessee, Washington, and West Virginia.
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.
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.
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
CA
09/13/2021 - Present
Fidelity Personal AND Workplace Advisors (ROSEVILLE CA)
CA
07/25/2019 - 08/12/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Roseville CA)
IA
12/07/2007 - 07/12/2019
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
NJ
09/22/2003 - 10/05/2007
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 07/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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