Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Money is an Investment Advisor Representative with Coastal Wealth Advisory Services, LLC. Gregory has been in the industry since 1994 and has held registrations with a number of firms including Brokers International Financial Services, LLC., WORLD EQUITY GROUP, INC., and Taylor Capital Management Inc. Gregory is registered to provide investment advice in Florida, South Carolina, Virginia, and West Virginia. Gregory has passed the Series 6, Series 63, Series 65, and SIE exams. Gregory is also a licensed insurance agent (life and health).
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.
Guidance on pension options to ensure a secure financial future.
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.
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FL
06/16/2020 - Present
Coastal Wealth Advisory Services, LLC (LAKE MARY FL)
FL
07/01/2019 - 03/16/2020
WORLD EQUITY GROUP, INC. (Lake Mary FL)
GA
01/30/2018 - 08/01/2019
TAYLOR CAPITAL MANAGEMENT INC. (WOODSTOCK GA)
FL
11/03/2017 - 01/24/2018
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Lake Mary FL)
VA
05/31/2011 - 11/08/2017
CFD INVESTMENTS, INC. (DALEVILLE VA)
NC
03/02/2006 - 05/25/2011
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
VT
02/08/2002 - 01/27/2006
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
01/24/2000 - 01/25/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/24/2000 - 01/25/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
VT
04/26/1996 - 01/10/2000
EQUITY SERVICES, INC. (MONTPELIER VT)
IN
09/12/1994 - 06/30/1995
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
09/12/1994 - 06/30/1995
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
IA
Issued 05/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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