Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Robert Manning is a financial advisor with over 30 years of experience in the industry. Gregory has held numerous positions at various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Quick & Reilly, Inc. and UBS Financial Services Inc. Gregory is currently registered with Charles Schwab & CO., Inc. as a Registered Representative and Investment Advisor Representative. Gregory's specializations include Financial Planning and Portfolio Management. Gregory is licensed in multiple states and is committed to providing clients with sound financial advice and personalized service.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NY
01/02/2019 - Present
Charles Schwab & CO., Inc. (Albany NY)
NY
09/10/2008 - 10/20/2008
HRC INVESTMENT SERVICES, INC. (ALBANY NY)
NY
01/12/2001 - 07/24/2008
UBS FINANCIAL SERVICES INC. (ALBANY NY)
NY
05/19/1995 - 02/21/2001
QUICK & REILLY, INC. (NEW YORK NY)
NY
09/21/1992 - 04/24/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/19/1991 - 07/30/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 12/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/05/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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