Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Madison Jessup is a financial advisor with over 25 years of experience in the financial services industry. Gregory has a strong background in securities and investments, having held positions at various firms, including Wachovia Securities, Inc., Legg Mason Wood Walker, Incorporated, and Wachovia Capital Markets, Inc. Currently, Gregory is an active Registered Representative at Robert W. Baird & Co. Inc., a leading financial services firm. Gregory's areas of expertise include providing financial planning, investment advice, and portfolio management services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
NC
09/06/2005 - Present
Robert W. Baird & Co. Inc. (Winston-Salem NC)
MD
08/20/2002 - 09/09/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NC
04/01/1999 - 03/08/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
06/01/1998 - 04/01/1999
WACHOVIA CAPITAL MARKETS, INC. (WINSTON SALEM NC)
NC
04/29/1997 - 06/01/1998
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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