Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Billow is a financial advisor with over 30 years of experience in the industry. Gregory has held positions at several firms, including Lehman Brothers Inc., The Stuart-James Company, Inc., Citigroup Global Markets Inc., and Wells Fargo Clearing Services, LLC. Gregory is currently registered with Kestra Private Wealth Services, LLC, where Gregory provides investment advisory services to individuals, businesses, and institutions. Gregory has a strong track record of success in helping clients achieve their financial goals, and Gregory is committed to providing personalized service and advice.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
06/19/2018 - Present
Kestra Private Wealth Services, LLC (SLC UT)
UT
01/26/2007 - 06/18/2018
WELLS FARGO CLEARING SERVICES, LLC (PARK CITY UT)
UT
07/31/1993 - 02/07/2007
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
NY
04/16/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/11/1986 - 04/08/1987
THE STUART-JAMES COMPANY, INC.
IA
Issued 06/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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