Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Painter is a financial professional with a passion for helping clients achieve their financial goals. Gregory holds the Series 7, 63, and 65 licenses and has experience in a variety of financial services roles. Gregory is currently registered with SEI Investments Management Corp. as an Investment Advisor Representative. Gregory has a strong understanding of the financial markets and is committed to providing personalized financial advice to help clients meet their individual needs. Gregory has a diverse background in financial services and has previously worked at Vanguard Marketing Corporation. Gregory’s areas of expertise include portfolio management, financial planning, and investment strategies. Gregory is dedicated to helping clients develop and implement financial plans that are designed to meet their long-term 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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
07/26/2022 - Present
SEI Investments Management Corp. (OAKS PA)
PA
07/20/2021 - 02/17/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 07/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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