Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Louis Mead is a financial advisor with over 20 years of experience in the industry. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with BANC OF AMERICA INVESTMENT SERVICES, INC. and LASALLE FINANCIAL SERVICES, INC. Gregory is also a member of the advisory board for the Boys and Girls Club of Kalamazoo and the West Michigan Spartans. Gregory Louis Mead holds several securities licenses, including Series 7, Series 6, Series 63 and Series 65.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
10/01/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TRAVERSE CITY MI)
MI
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (KALAMAZOO MI)
MI
11/11/2002 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (KALAMAZOO MI)
CO
10/21/2002 - 11/21/2002
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
01/28/2002 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 01/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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