Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Steven Bennett is an investment advisor representative with Wells Fargo Clearing Services, LLC. Gregory has been in the financial industry since June 21, 1986, and holds Series 7, Series 31, Series 63, and Series 65 licenses. Gregory is registered with the state of Missouri and Texas, and is also registered with FINRA. Gregory is a co-trustee for a trust, and is also a 50% owner of B & Y Outdoors LLC. Gregory has experience in financial planning, investment consulting services, and portfolio management for both businesses and individuals. Gregory specializes in retirement planning, insurance, and estate planning.
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.
1
2
MO
08/22/2016 - Present
Wells Fargo Clearing Services, LLC (CHESTERFIELD MO)
MO
06/01/2009 - 09/01/2016
MORGAN STANLEY (CLAYTON MO)
MO
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ST. LOUIS MO)
MO
01/08/1998 - 04/02/2007
MORGAN STANLEY DW INC. (ST. LOUIS MO)
MO
06/21/1997 - 12/05/1997
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NA
05/20/1986 - 06/21/1997
MARK TWAIN BROKERAGE SERVICES, INC.
IA
Issued 03/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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