Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lynn Hall is a financial advisor with over 25 years of experience in the industry. Gregory is registered with Wells Fargo Clearing Services, LLC and has been affiliated with the firm since November 2016. Gregory also has previous experience with Morgan Stanley DW INC. He has a strong track record of success in providing financial advice to a wide range of clients. Gregory is committed to providing personalized service and helping clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
OK
01/05/2007 - Present
Wells Fargo Clearing Services, LLC (OKLAHOMA CITY OK)
OK
01/27/1998 - 01/08/2007
MORGAN STANLEY DW INC. (OKLAHOMA CITY OK)
IA
Issued 02/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 01/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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