Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Cleary is a financial advisor with over 25 years of experience. Gregory Cleary is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2010. Gregory Cleary is also registered with Lincoln Financial Securities Corporation. Gregory Cleary provides financial planning, portfolio management, and investment consulting services to a wide range of clients, including individuals, families, businesses, and institutions. Gregory Cleary holds Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner and a Chartered Financial Consultant. Gregory Cleary also has experience in the insurance and retirement planning industries.
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.
1
2
CA
04/07/2015 - Present
Wells Fargo Clearing Services, LLC (SAN ANSELMO CA)
CA
12/05/1995 - 09/15/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (SAN RAFAEL CA)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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