Invested Better
Unclaimed

Unclaimed

Unclaimed

Gregory Scott Nassour

Wells Fargo Investment Institute, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gregory? Claim Your Profile

About Gregory Scott Nassour

Gregory Nassour is an Investment Advisor Representative at Wells Fargo Investment Institute, Inc. Gregory is located in Plymouth Meeting, PA and has been in the industry since 1993. Gregory is licensed to provide investment advisory services in Pennsylvania. In addition to Gregory's licenses, Gregory has passed the Series 7 and Series 6 exams and has the Chartered Financial Analyst designation. Gregory also has experience at Vanguard Marketing Corporation and Wells Fargo.

Firm Information

Gregory Nassour is currently registered with Wells Fargo Investment Institute, Inc.. Wells Fargo Investment Institute, Inc. is a Registered Investment Advisor (RIA) headquartered in Charlotte, NC. The firm manages approximately $43.99 billion in assets for clients, including individuals, trusts, businesses, institutions, and charities. The firm's advisory services include portfolio management for individuals and businesses, selection of other advisors, and the publication of periodicals. They also offer a wrap fee program.
Wells Fargo Investment Institute, Inc.

550 SOUTH TRYON STREET

CHARLOTTE, NC 28202

$44.00B

Assets Under Management

3

Total Clients

52

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gregory Nassour’s Registration & Firm History

PA

11/30/2021 - Present

Wells Fargo Investment Institute, Inc. (Plymouth Meeting PA)

PA

04/02/1993 - 01/30/2009

VANGUARD MARKETING CORPORATION (MALVERN PA)

Not sure if Gregory Scott Nassour is right for you?

Licenses & Designations

BC

Issued 12/08/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/1993

Series 7 - General Securities Representative Examination

BC

Issued 04/01/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Scott Nassour.
Not sure if Gregory Scott Nassour is right for you?