Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Sigmund is a financial advisor with over 30 years of experience in the financial services industry. Gregory has worked with clients across various sectors including individuals, businesses, and non-profit organizations. His expertise is in providing comprehensive financial planning services and wealth management. Gregory currently serves as a financial advisor at Wells Fargo Clearing 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.
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.
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2
MO
01/04/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
10/06/2009 - 05/03/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
01/01/2008 - 05/03/2018
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
TX
07/19/2010 - 10/05/2011
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
CA
06/08/2010 - 01/06/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MO
04/24/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 09/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 05/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2004
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 11/05/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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