Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Perram is a financial advisor with over 20 years of experience in the industry. Gregory currently works at Wells Fargo Advisors Financial Network, LLC, where Gregory is registered with the states of Ohio and Texas. Gregory has been a financial advisor at UBS Financial Services Inc. and Fifth Third Securities, Inc. Gregory has passed the Series 66, Series 7 and SIE exams. Gregory is registered with the states of Alabama, California, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Washington and Wisconsin. Gregory provides financial planning, investment management and other advisory services to individuals, businesses and institutions.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
03/16/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CLEVELAND OH)
OH
10/07/2011 - 05/30/2023
UBS FINANCIAL SERVICES INC. (PEPPER PIKE OH)
OH
10/02/2009 - 10/21/2011
FIFTH THIRD SECURITIES, INC. (CLEVELAND OH)
OH
12/05/2003 - 09/09/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BOTH
Issued 01/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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