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 Lee is a registered representative with Goldman Sachs & Co. LLC. Gregory has been in the industry since February 1992. Gregory has held previous roles at CITIGROUP GLOBAL MARKETS INC., SALOMON BROTHERS INC., and THE TRANSPORTATION GROUP (SECURITIES) LIMITED. Gregory is registered with the state of New York and is a Series 7, Series 24, Series 63, and Series 79TO licensed representative. Gregory is specialized in providing investment advice and portfolio management services to a variety of clients, including corporations, individuals, and pooled investment vehicles. Gregory is a valuable asset to Goldman Sachs & Co. LLC and has a strong track record of providing excellent service to clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
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2
NY
07/31/2007 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
09/01/1998 - 07/30/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/22/1993 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
02/17/1992 - 05/24/1995
THE TRANSPORTATION GROUP (SECURITIES) LIMITED (NEW YORK NY)
BC
Issued 04/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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