Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Vayhinger is a financial advisor at Wells Fargo Clearing Services, LLC. Gregory has been in the financial services industry for over 19 years. Prior to joining Wells Fargo, Gregory worked at PNC Investments, BMO Harris Financial Advisors, Inc., and M&I Financial Advisors, Inc. Gregory is registered with the state of Florida as an investment advisor and a registered representative. He holds Series 7 and 66 securities licenses and the SIE exam. He has experience working with a variety of clients, including individuals, families, businesses, and institutions. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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2
FL
04/04/2023 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
FL
11/14/2018 - 04/05/2023
PNC INVESTMENTS (Jacksonville FL)
IN
08/01/2012 - 11/02/2018
BMO HARRIS FINANCIAL ADVISORS, INC. (BROWNSBURG IN)
IN
05/08/2012 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (BROWNSBURG IN)
IN
07/19/2007 - 04/26/2012
FIFTH THIRD SECURITIES, INC. (PLAINFIELD IN)
IN
12/07/2005 - 07/06/2007
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
OH
10/05/2005 - 11/23/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NJ
06/08/2004 - 09/16/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 07/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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