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 MML Investors Services, LLC. Gregory has been in the industry since 1994 and has been registered with the state of California since 2017. Gregory is also registered with the state of Texas. Gregory has earned the Certified Financial Planner designation. Gregory also has a series 6, series 7, and SIE licenses. In addition to his work with MML Investors Services, Gregory is also an independent insurance agent specializing in dental, disability income, life, accident, health, long-term care, and Medicare related products. Gregory also provides in-house support services for his family.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
05/26/2017 - Present
MML Investors Services, LLC (SAN JOSE CA)
CA
04/23/1997 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN JOSE CA)
CA
04/23/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN JOSE CA)
MA
11/07/1994 - 03/13/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/07/1994 - 03/13/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 06/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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