Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Spears is a financial advisor with over 30 years of experience in the industry. Gregory Spears is currently registered with Wells Fargo Advisors Financial Network, LLC. Gregory Spears has a wide range of experience working with individuals, families, and businesses. Gregory Spears provides a variety of financial services, including investment management, financial planning, and retirement planning. Gregory Spears is committed to providing personalized service and helping clients achieve their financial goals.
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
KS
06/23/2020 - Present
Wells Fargo Advisors Financial Network, LLC (LEAWOOD KS)
KS
05/26/2015 - 06/23/2020
WELLS FARGO CLEARING SERVICES, LLC (OVERLAND PARK KS)
MO
10/19/2011 - 06/02/2015
UBS FINANCIAL SERVICES INC. (KANSAS CITY MO)
KS
11/08/2004 - 03/15/2011
WELLS FARGO ADVISORS, LLC (PITTSBURG KS)
NJ
04/21/1997 - 11/26/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
02/09/1995 - 04/24/1997
DAIN BOSWORTH INCORPORATED
NY
07/22/1991 - 02/22/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
04/23/1991 - 07/23/1991
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NY
10/10/1989 - 03/25/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
03/22/1983 - 07/09/1985
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 08/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1992
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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