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Gregory Randolph Weissman

Prudential Investment Management Services LLC

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About Gregory Randolph Weissman

Gregory Randolph Weissman is an Investment Advisor Representative with Prudential Investment Management Services LLC. Gregory has been in the financial industry since April 13, 2001. Previously, Gregory has worked at Putnam Retail Management Limited Partnership, Old Mutual Investment Partners, Cowen and Company, Pacific Crest Securities Inc., Jefferies & Company, Inc., Schwab Capital Markets L.P., and Soundview Technology Corporation. Gregory is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 63, and SIE license. Gregory is registered in all 50 states and the District of Columbia.

Firm Information

Gregory Weissman is currently registered with Prudential Investment Management Services LLC. Prudential Investment Management Services LLC is a Limited Liability Company formed on October 9, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

315

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gregory Weissman’s Registration & Firm History

MA

10/10/2018 - Present

Prudential Investment Management Services LLC (Boston MA)

MA

01/23/2012 - 06/04/2018

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

MA

01/14/2009 - 12/16/2011

OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)

MA

06/05/2007 - 07/02/2008

COWEN AND COMPANY (BOSTON MA)

MA

01/10/2006 - 05/30/2007

PACIFIC CREST SECURITIES INC. (BOSTON MA)

MA

11/17/2004 - 01/11/2006

JEFFERIES & COMPANY, INC. (BOSTON MA)

CT

01/12/2004 - 11/11/2004

SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)

CT

04/10/2000 - 01/12/2004

SOUNDVIEW TECHNOLOGY CORPORATION (OLD GREENWICH CT)

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Licenses & Designations

BC

Issued 04/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Randolph Weissman.
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