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Gregory Michael McMahon

Wells Fargo Securities, LLC

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About Gregory Michael McMahon

Gregory McMahon is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with Wells Fargo Securities, LLC and has been with the firm since 2013. Prior to that, Gregory worked at Barclays Capital Inc., UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gregory is registered in 53 states and holds the Series 7, Series 66, SIE and Series 99TO licenses. Gregory is committed to providing his clients with personalized financial advice to help them reach their financial goals.

Firm Information

Gregory McMahon is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

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.

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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Gregory McMahon’s Registration & Firm History

MA

08/12/2013 - Present

Wells Fargo Securities, LLC (BOSTON MA)

MA

04/15/2009 - 08/28/2013

BARCLAYS CAPITAL INC. (BOSTON MA)

MA

05/31/2006 - 12/31/2008

UBS FINANCIAL SERVICES INC. (BOSTON MA)

MA

10/21/2003 - 06/06/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

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Licenses & Designations

BOTH

Issued 01/23/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Gregory Michael McMahon.
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