Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Williams is a financial advisor with over 10 years of experience in the industry. Gregory has a Series 63, Series 65, and Series 7 license and is also a Certified Financial Planner. He is currently registered with Hightower Advisors, LLC in Illinois. Gregory has previously worked at Morgan Stanley and TD Ameritrade. He provides financial planning, portfolio management, and treasury management services to individuals, corporations, and charitable organizations. Gregory is dedicated 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.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/30/2020 - Present
Hightower Advisors, LLC (Chicago IL)
NE
01/16/2013 - 05/26/2015
MORGAN STANLEY (OMAHA NE)
NE
05/31/2010 - 10/12/2011
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 01/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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