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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 Nickel is an investment advisor representative with Fidelity Personal And Workplace Advisors and has been in the industry since July 19, 2000. Gregory has worked for both Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. in the past. He is registered in 52 states and two provinces. Gregory has a total of 52 approved state registrations, 2 approved IA state registrations and 2 approved SRO registrations. Gregory is a registered representative with FINRA and holds Series 7, 9, 10, 63 and 66 licenses. Gregory specializes in financial planning, portfolio management for individuals and businesses and offers educational seminars.
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.
1
2
NV
07/16/2018 - Present
Fidelity Personal AND Workplace Advisors (HENDERSON NV)
UT
10/30/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
UT
07/19/2000 - 10/22/2007
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 07/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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