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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory M Phelan is a financial advisor with Morgan Stanley. Gregory has been in the financial services industry since 1998 and has a broad range of experience. Gregory specializes in retirement planning, college savings, and estate planning. Gregory is also a certified financial planner. Gregory is committed to providing personalized financial advice to help 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
08/20/2020 - Present
Morgan Stanley (PHOENIX AZ)
NE
05/18/2000 - 07/31/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
09/30/1998 - 05/30/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
08/28/1998 - 09/28/1998
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
BOTH
Issued 07/18/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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