Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Harris is an investment advisor representative with Creative Planning, a firm with offices in Wellesley, MA and Overland Park, KS. Gregory has been in the financial services industry for over 20 years, and has a strong background in helping individuals and families achieve their financial goals. Gregory has a Series 7, Series 63, and Series 66 securities license, as well as a SIE certification. Prior to joining Creative Planning, Gregory was a financial advisor at TIAA-CREF Individual & Institutional Services, LLC.
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.
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
MA
01/30/2017 - Present
Creative Planning (Wellesley MA)
MA
06/26/2012 - 03/29/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
NH
07/27/2005 - 05/23/2012
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
02/25/1998 - 06/21/2005
J. P. MORGAN INVEST, LLC (BOSTON MA)
NY
10/22/1996 - 05/29/1997
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
02/09/1995 - 10/31/1996
SMITH BARNEY INC. (NEW YORK NY)
NE
10/13/1993 - 03/09/1995
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
10/13/1993 - 01/31/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
BOTH
Issued 08/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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