Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Paul Ebeyer is a financial advisor who has been in the industry for over 20 years. Gregory is currently registered with Mariner Wealth and has been providing financial advice to clients in New Jersey and New York since 2022. Prior to joining Mariner Wealth, Gregory worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Northwestern Mutual Investment Services, LLC. Gregory has a diverse background in the financial services industry and has a strong track record of success. Gregory holds Series 7, Series 63, Series 55, and Series 65 licenses and is also a Certified Financial Planner. Gregory specializes in providing financial advice to individuals, families, businesses, and institutions. Gregory is committed to helping his clients achieve their financial goals.
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.
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.
Family office services
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
NY
09/07/2023 - Present
Mariner Wealth (New York NY)
NY
10/21/2013 - 10/28/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
09/10/2012 - 10/15/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREAT NECK NY)
NY
01/16/2008 - 10/26/2011
HMC INVESTMENTS, INC. (NEW YORK NY)
NY
02/28/2003 - 01/03/2008
AG BD LLC (NEW YORK NY)
NY
10/30/2002 - 02/27/2003
BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)
NY
11/05/2001 - 02/27/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 12/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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