Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Walls is a registered investment advisor representative with PFS Investments Inc., based in Vancouver, WA. Gregory has been in the industry since 2017 and holds Series 6, 63, 65, and 26 licenses. Gregory has been registered with the state of Washington since 2017 and also holds registrations in Arizona, California, Colorado, and Oregon. Gregory has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. The firm provides a range of services, including portfolio management and financial planning.
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.
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.
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WA
09/18/2023 - Present
PFS Investments Inc. (VANCOUVER WA)
IA
Issued 09/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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