Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Liguori is a financial advisor with Wells Fargo Clearing Services, LLC. Gregory has over 30 years of experience in the financial services industry. Gregory is registered to provide investment advice in 31 states, including Florida and Texas. Gregory specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. In addition to his work at Wells Fargo Clearing Services, LLC, Gregory has previously worked at firms such as Morgan Stanley and Citigroup Global Markets Inc.
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.
Investment consulting services to institutional 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.
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2
FL
10/26/2015 - Present
Wells Fargo Clearing Services, LLC (DAYTONA BEACH FL)
FL
06/01/2009 - 10/28/2015
MORGAN STANLEY (ORMOND BEACH FL)
FL
08/22/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ORMOND BEACH FL)
FL
03/15/1999 - 09/08/2008
CITIGROUP GLOBAL MARKETS INC. (ORMOND BEACH FL)
WI
11/12/1998 - 03/11/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
06/27/1995 - 03/11/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NJ
02/19/1993 - 01/11/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 01/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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