Unclaimed
Gregory Nebel is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with over 20 years of experience in the industry. Gregory has a strong track record of helping clients achieve their financial goals, and has earned the Certified Financial Planner designation. Gregory is dedicated to providing his clients with personalized financial advice, and is committed to building long-term relationships. Gregory is registered with FINRA and is licensed to provide investment advice in 22 states. Gregory is also a member of the Financial Planners Association of Wisconsin.
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
WI
09/15/2021 - Present
Wells Fargo Advisors Financial Network, LLC (PEWAUKEE WI)
WI
01/05/1999 - 09/10/2021
WELLS FARGO CLEARING SERVICES, LLC (MILWAUKEE WI)
IA
Issued 03/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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