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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 Myles Wickerham is a financial advisor with Fidelity Personal AND Workplace Advisors, registered with both the Securities and Exchange Commission (SEC) and FINRA. Gregory has over 5 years of experience in the financial services industry. Gregory is licensed in 53 states, and holds Series 63, 66, and 7 licenses, as well as the SIE exam. Gregory is a financial planner providing advice on a range of topics, including financial planning, retirement planning, and investment management. Gregory is a strong advocate for education and provides educational seminars to clients. Gregory is also an advisor to businesses and institutions and helps manage investment portfolios for high-net-worth individuals.
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.
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.
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
OH
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE OH)
BOTH
Issued 05/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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