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Gregory William Giles

Clarendon Insurance Agency, Inc.

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About Gregory William Giles

Gregory William Giles is a financial professional with over 20 years of experience in the industry. Gregory is currently registered with Clarendon Insurance Agency, Inc. and holds the Series 6, Series 6TO, and SIE licenses. Gregory previously worked for SUN LIFE FINANCIAL DISTRIBUTORS, INC.

Firm Information

Gregory Giles is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Gregory Giles’s Registration & Firm History

MA

05/22/2013 - Present

Clarendon Insurance Agency, Inc. (WALTHAM MA)

MA

03/19/1999 - 05/29/2013

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

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Licenses & Designations

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory William Giles.
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