Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Crissman is an investment advisor representative at Fidelity Personal and Workplace Advisors. Gregory has been working in the financial industry since October 1997. Gregory has several licenses including Series 7, 9, 10, 63, and 65. Gregory is also registered to provide investment advice in several states including Arizona, California, Colorado, Connecticut, Florida, Illinois, Missouri, Nebraska, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Washington. Gregory has been with Fidelity Personal and Workplace Advisors since July 2018, and prior to that worked at Strategic Advisors Inc. and Fidelity Brokerage Services LLC. Gregory also operates a business selling items online.
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.
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.
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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2
OH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CONCORD TWP OH)
OH
09/18/1997 - 12/20/2000
VISTA FINANCIAL SERVICES CORPORATION (HUDSON OH)
IA
Issued 05/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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