Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Prince is a financial advisor with Carolinas Wealth Consulting LLC in Charlotte, North Carolina. Gregory Prince has been in the financial industry since 2019. Gregory Prince is registered to provide investment advice in North Carolina. Gregory Prince has passed the Series 7TO, Series 63, Series 66 and SIE exams. Gregory Prince is also registered with FINRA.
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.
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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NC
01/26/2024 - Present
Carolinas Wealth Consulting LLC (CHARLOTTE NC)
NC
10/21/2019 - 12/01/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 01/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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