Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Teller is a financial advisor registered with Fidelity Personal And Workplace Advisors. Gregory has been active in the financial industry since July 1992. Gregory is licensed to provide investment advice in 51 states and has a wide range of experience in the financial services industry. Gregory also has a strong track record of providing personalized financial advice to individuals, families, and businesses. Gregory is dedicated to 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
05/14/2024 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
07/12/2019 - 04/02/2024
FARMERS FINANCIAL SOLUTIONS, LLC (SOUTHLAKE TX)
TX
04/16/2015 - 12/13/2017
MKM PARTNERS LLC (Dallas TX)
TX
06/02/2010 - 04/22/2015
STERNE, AGEE & LEACH, INC. (DALLAS TX)
TX
03/29/2005 - 05/19/2010
JEFFERIES & COMPANY, INC. (DALLAS TX)
NY
11/11/1993 - 04/07/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/11/1993 - 10/19/1993
SCHONFELD SECURITIES INC. (JERICHO NY)
NY
03/08/1993 - 05/19/1993
BG CAPITAL, INC. (SYOSSET NY)
MO
06/03/1991 - 03/15/1993
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
02/05/1990 - 05/03/1990
VANDERBILT SECURITIES, INC.
NA
10/25/1989 - 02/15/1990
J. T. MORAN & CO., INC.
BOTH
Issued 05/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 12/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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