Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Coffey is a financial professional with over 20 years of experience in the industry. Gregory is currently registered with Russell Investments Implementation Services, LLC as an investment advisor representative. Gregory has held previous roles at Russell Financial Services, Inc., Part of Russell Investments, M Holdings Securities, Inc., Spring Street Securities, Inc., and Banc of America Investment Services, Inc. Gregory is a licensed investment advisor and securities representative holding Series 7, 24, 63, and 65 licenses. Gregory specializes in providing financial services to individuals and businesses, including investment advisory and portfolio management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Execution services
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.
% of revenue/intracompany agrmts
1
2
WA
06/15/2016 - Present
Russell Investments Implementation Services, LLC (SEATTLE WA)
WA
07/21/2008 - 06/15/2016
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
WA
04/17/2007 - 07/11/2008
M HOLDINGS SECURITIES, INC. (SEATTLE WA)
WA
02/04/2004 - 08/29/2005
SPRING STREET SECURITIES, INC. (SEATTLE WA)
MA
01/02/2003 - 12/18/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 12/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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