Unclaimed
Gregory Leon Elder is a financial advisor with over 25 years of experience in the financial services industry. Gregory is currently registered with PFS Investments Inc., a firm with over 8.4 billion dollars in assets under management, in both New York and New Jersey. Gregory has also worked at several other prominent firms, including First Investors Corporation and Prudential-Bache Securities. Gregory is licensed in New York and New Jersey and holds Series 1, 6, and 63 licenses as well as the SIE exam. Gregory's specialties include investment company products/variable contracts.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
01/21/2021 - Present
PFS Investments Inc. (BROOKLYN NY)
NJ
01/28/2020 - 12/31/2020
PFS INVESTMENTS INC. (EDISON NJ)
NJ
01/29/2019 - 12/31/2019
PFS INVESTMENTS INC. (EDISON NJ)
NJ
10/08/2007 - 12/31/2018
PFS INVESTMENTS INC. (EDISON NJ)
NA
11/06/1984 - 02/03/1987
FIRST INVESTORS CORPORATION
NA
06/25/1980 - 08/21/1984
PRUDENTIAL-BACHE SECURITIES INC.
NA
02/26/1976 - 06/15/1980
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
08/05/1974 - 02/26/1976
SMITH, BARNEY & CO. INCORPORATED
BC
Issued 11/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/01/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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