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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 Matthew Smithson is a financial advisor with Morgan Stanley, a firm with over $1 trillion in assets under management. Gregory has been in the financial services industry since August 2001 and has a diverse background in investment advising and brokerage services. Gregory is licensed in 28 states and has a strong track record of providing investment advice to a wide range of clients, including individuals, families, businesses, and institutions. He is also a registered representative of FINRA and is a member of the Texas Securities Board.
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
TX
02/18/2014 - Present
Morgan Stanley (Wichita Falls TX)
TX
09/14/2011 - 02/18/2014
NFP SECURITIES, INC. (WICHITA FALLS TX)
OK
04/05/2010 - 09/14/2011
INVESTMENT CENTERS OF AMERICA, INC. (ALTUS OK)
TX
01/08/2008 - 04/09/2010
WELLS FARGO INVESTMENTS, LLC (WICHITA FALLS TX)
TX
05/29/2007 - 12/19/2007
CITIGROUP GLOBAL MARKETS INC. (WEATHERFORD TX)
TX
06/08/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (WICHITA FALLS TX)
IL
08/08/2001 - 06/16/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 10/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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