Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Walsh is a financial advisor with over 25 years of experience in the industry. Gregory is currently registered with J.p. Morgan Securities LLC and has previously been registered with Eaton Vance Distributors, Inc., Manufacturers Securities Services, LLC, Dean Witter Reynolds Inc., and Olde Discount Corporation. Gregory has a broad range of experience in the financial services industry and is well-equipped to provide financial advice to a variety of clients, including individuals, families, businesses, and institutions.
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
1
2
PA
03/15/2023 - Present
J.p. Morgan Securities LLC (Verona PA)
MA
09/29/1999 - 02/28/2023
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
07/13/1999 - 01/11/2000
MANUFACTURERS SECURITIES SERVICES, LLC (BOSTON MA)
NY
04/18/1997 - 07/21/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MI
09/13/1996 - 03/25/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 05/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 01/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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