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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 Sexton is a financial advisor with Morgan Stanley. Gregory has been working in the financial industry since 1994 and is licensed to provide investment advice in 45 states. Gregory has worked previously for UBS Financial Services Inc. and Morgan Keegan & Company, Inc. Gregory specializes in helping individuals, high-net-worth individuals, investment clubs, corporations, and other businesses with their investment needs. Gregory offers a variety of services including financial planning, asset allocation advice, pension consulting, and educational seminars. In addition to being a financial advisor with Morgan Stanley, Gregory is also the owner of a rental property in Ruston, Louisiana, and is an investor in Northpoint Property Phase 1 LLC. Gregory is committed to providing his clients with the highest level of service and expertise.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TN
03/01/2017 - Present
Morgan Stanley (KNOXVILLE TN)
TN
01/04/2008 - 03/11/2013
UBS FINANCIAL SERVICES INC. (KNOXVILLE TN)
TN
05/09/1994 - 01/07/2008
MORGAN KEEGAN & COMPANY, INC. (KNOXVILLE TN)
IA
Issued 11/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1991
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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