Unclaimed
Gregory M. Hudson is a financial advisor at Truist Advisory Services, Inc., a firm with a long history of providing financial advice to clients. Gregory has been in the industry since 2008 and is registered with the state of North Carolina, as well as the state of Texas. He is a licensed agent, an investment advisor representative, and a registered representative. Gregory has passed the Series 66, Series 7 and SIE exams. He has experience with clients including high-net-worth individuals, corporations, and individuals other than high-net-worth. Gregory's firm offers financial planning, portfolio management for individuals and businesses, publication of periodicals, and selection of other advisors.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
NC
04/15/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
12/08/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
06/28/2012 - 12/14/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
02/13/2008 - 04/05/2012
EDWARD JONES (CHARLOTTE NC)
BOTH
Issued 02/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Hudson is the right advisor for you? Invested Better is here to help.