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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory England is a financial advisor with Newedge Advisors, LLC. Gregory England has been in the financial services industry since September 2005 and has a broad range of experience working with clients in the state of Oklahoma, including high net worth individuals and corporations, as well as institutions like pension and profit-sharing plans and charitable organizations. Gregory England holds FINRA Series 7, 9, 31, and 63 licenses as well as the SIE and Series 65. Gregory England is also a registered Investment Advisor Representative (IAR) in Texas and Oklahoma.
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.
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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LA
01/12/2022 - Present
Newedge Advisors (NEW ORLEANS LA)
OK
06/01/2009 - 02/01/2022
MORGAN STANLEY (Norman OK)
OK
09/07/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NORMAN OK)
BC
Issued 11/03/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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