Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Foos is a financial professional with over 27 years of experience in the industry. He has worked for several firms, including Russell Implementation Services Inc. and Seafirst Investment Services, Inc. Gregory currently works at J.P. Morgan Securities LLC as a Registered Representative and Investment Advisor Representative. His experience ranges from working as a Registered Options Principal to serving as a Municipal Securities Principal. Gregory is registered to provide investment advice and broker-dealer services in several states including Ohio, Washington, New York, Texas and Colorado.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
OH
03/31/2014 - Present
J.p. Morgan Securities LLC (Columbus OH)
WA
08/18/2011 - 02/25/2014
RUSSELL IMPLEMENTATION SERVICES INC. PART OF RUSSELL INVESTMENTS (SEATTLE WA)
WA
01/11/2006 - 02/25/2014
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
MA
07/12/1999 - 12/31/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
03/13/1996 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
CA
04/13/1995 - 02/09/1996
TOLUCA PACIFIC SECURITIES CORP. (BURBANK CA)
IA
Issued 11/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/8/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/24/2000
Series 4 - Registered Options Principal Examination
BC
Issued 6/1/1999
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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BOX Exchange LLC
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
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Cboe C2 Exchange, Inc.
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Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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