Unclaimed
Gregory Winsper is a financial professional with over 25 years of experience in the industry. Gregory currently works at Equity Services, Inc. Prior to joining Equity Services, Inc., Gregory was employed at HORNOR, TOWNSEND & KENT, INC., RYAN BECK & CO., THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, and EQUICO SECURITIES, INC.. Gregory is registered in New Jersey, holds a Series 6, Series 7, Series 63, and SIE license.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VT
12/04/2018 - Present
Equity Services, Inc. (MONTPELIER VT)
NY
07/02/2014 - 05/30/2017
HORNOR, TOWNSEND & KENT, INC. (NEW YORK NY)
NJ
01/31/2007 - 05/18/2007
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
08/07/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
01/01/1991 - 07/09/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NA
05/13/1987 - 07/09/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 02/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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