Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Grocholski is a financial advisor with Russell Investments. Gregory has been in the financial services industry since 2015 and is licensed to provide investment advice in Washington and Wisconsin. Gregory has a broad range of experience and holds several licenses including Series 6, Series 7, Series 63, Series 65, and Series 66. Gregory offers a variety of investment services including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Gregory also provides pension consulting and selection of other advisors.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WI
11/03/2023 - Present
Russell Investments (Milwaukee WI)
WI
06/23/2015 - 12/06/2022
PRUCO SECURITIES, LLC. (WAUWATOSA WI)
BOTH
Issued 01/20/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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