Unclaimed
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.
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.
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
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)
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
Active
Inactive
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