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 Weise is a financial advisor registered with Fidelity Personal And Workplace Advisors. Gregory has been in the financial services industry since 1998. He is registered with the state of California and has a Series 7, Series 63, and Series 65 license. Gregory holds the Certified Financial Planner designation and has a specialization in a wide range of financial services. Fidelity Personal And Workplace Advisors provides financial planning, portfolio management for businesses and individuals, and educational seminars to their clients. The firm manages over $818 billion in assets.
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.
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CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (DANA POINT CA)
IA
12/12/2002 - 12/19/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MN
06/30/1998 - 12/03/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/30/1998 - 12/03/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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