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 Wellman is a financial advisor with Lincoln International LLC. Gregory is registered in 5 states for securities. Gregory has been in the industry for less than 1 year and has a Series 63, Series 79TO, and a SIE license.
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.
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.
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CA
07/29/2024 - Present
Lincoln International LLC (LOS ANGELES CA)
BC
Issued 08/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/06/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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