Unclaimed
Gregory Enloe is an investment advisor representative with NWF Advisory Services Inc. Gregory has been working in the securities industry since 2016 and has a Series 6, 7TO, 63 and 65. Gregory provides investment advice to clients in managed money on a fee basis. Gregory also has experience working as a life insurance and annuity agent with Lap Wealth. In addition to his work in the financial services industry, Gregory has also been involved in water polo coaching for several years.
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.
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
CA
02/03/2022 - Present
NWF Advisory Services Inc. (Kingsburg CA)
CA
06/01/2016 - 02/08/2022
PRUCO SECURITIES, LLC. (IRVINE CA)
IA
Issued 04/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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