Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Devine is an active financial advisor with UBS Financial Services Inc., working out of the Boston, MA branch office. Gregory has been in the financial services industry since November 2004, providing financial and investment advice to individuals and families. Gregory is a registered representative with FINRA and holds the Series 3, 7, 57TO, SIE, and 66 licenses. Gregory Devine also holds a Series 65 license for Investment Advisor representation and is licensed in 53 states. UBS Financial Services Inc. is a large firm providing financial advice and investments to individuals, families, high-net-worth individuals, and businesses with over $50 billion in assets under management. Gregory's experience and licensing make him a knowledgeable and well-equipped financial advisor.
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.
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.
See schedule d - miscellaneous
1
2
MA
02/19/2021 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
11/03/2004 - 03/13/2020
GOLDMAN SACHS & CO. LLC (BOSTON MA)
IA
Issued 02/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2004
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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