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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 Stringari is a financial advisor in Louisville, CO. Gregory has been in the industry since 1990 and is currently registered with Wells Fargo Advisors Financial Network, LLC. Gregory has passed a number of professional exams including Series 63, Series 65, Series 7, Series 31 and the SIE. Gregory offers a variety of financial services including financial planning, portfolio management, selection of other advisors and investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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.
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2
CO
11/12/2012 - Present
Wells Fargo Advisors Financial Network, LLC (LOUISVILLE CO)
CO
06/01/2009 - 11/19/2012
MORGAN STANLEY (BOULDER CO)
CO
07/29/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOULDER CO)
IL
12/04/1992 - 08/04/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
08/06/1990 - 07/15/1991
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
IA
Issued 02/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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