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Gregory Michael Luebbe

W & S Brokerage Services, Inc.

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About Gregory Michael Luebbe

Gregory Luebbe is a financial professional with over 20 years of experience in the industry. He has a strong background in both securities and investment advisory services. Gregory holds numerous licenses and certifications, including Series 7, 24, 51, 63, and 6 TO, and is registered with FINRA and the State of Ohio, as well as other states throughout the US. Currently, Gregory is a registered representative and investment advisor representative for W&S Brokerage Services, Inc., where he helps clients manage their investment portfolios. Previously, Gregory worked for PRUCO Securities Corporation and Provident Securities & Investment Company.

Firm Information

Gregory Luebbe is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Luebbe’s Registration & Firm History

OH

11/29/2000 - Present

W&S Brokerage Services, Inc. (CINCINNATI OH)

NJ

11/17/1999 - 10/31/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

OH

09/26/1997 - 07/12/1999

PROVIDENT SECURITIES & INVESTMENT COMPANY (COLUMBUS OH)

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Licenses & Designations

BC

Issued 11/12/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/2014

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/02/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Michael Luebbe.
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