Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Phillip Sherwell is a financial advisor currently registered with Edelman Financial Engines. Gregory has been in the financial services industry since 2011. Gregory is licensed to provide investment advice in Maryland. The advisor has been registered with Edelman Financial Engines since 2018. Gregory was previously registered with EF LEGACY SECURITIES, LLC, SANDERS MORRIS HARRIS LLC, and M&T SECURITIES, INC. Gregory is a Series 66, Series 63, SIE, Series 7, and Series 6 license holder.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
MD
11/01/2018 - Present
Edelman Financial Engines (ELLICOTT CITY MD)
MD
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (ELLICOTT CITY MD)
MD
02/05/2016 - 04/22/2016
SANDERS MORRIS HARRIS LLC (ELLICOTT CITY MD)
MD
05/21/2015 - 02/02/2016
M&T SECURITIES, INC. (BALTIMORE MD)
BOTH
Issued 02/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Gregory Sherwell is the right advisor for you? Invested Better is here to help.
