Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory William Giles is a financial advisor with over 17 years of experience in the financial services industry. Gregory is currently registered with Fidelity Personal And Workplace Advisors. Gregory has passed the Series 6, 7, 26, 63 and 66 exams and is licensed in all 50 states and the District of Columbia. Gregory specializes in providing financial planning, educational seminars and investment management services to individuals, businesses and institutions. Gregory's prior experience includes working with Jackson National Life Distributors and National Planning Corporation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
07/29/2019 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
04/05/2007 - 10/16/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
03/28/2003 - 04/11/2007
NATIONAL PLANNING CORPORATION (DENVER CO)
TN
03/28/2003 - 02/07/2006
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
MN
06/12/2002 - 02/21/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/12/2002 - 02/21/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
03/29/2000 - 03/05/2002
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 07/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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