Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Thomas Curran is a financial professional with over 25 years of experience in the industry. Gregory is a registered representative of Wells Fargo Clearing Services, LLC and is also registered as an investment advisor representative. Gregory holds the Series 7, Series 31, and Series 65 licenses and has been active in the investment industry since 1997. Gregory has worked at several prominent firms including Bear, Stearns & Co. Inc., Trautman Wasserman & Company, Inc. and Sands Brothers & Co., LTD. Gregory specializes in investment management, financial planning, and pension consulting for both individuals and businesses. Gregory is also a Treasurer for the Friends of King Philip Girls Hockey.
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
MA
11/10/2016 - Present
Wells Fargo Clearing Services, LLC (BOSTON MA)
NY
05/01/2002 - 05/15/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
03/14/2001 - 04/23/2002
TRAUTMAN WASSERMAN & COMPANY, INC. (NEW YORK NY)
NY
05/15/1997 - 04/05/2001
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 10/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/05/1997
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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