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 Pearson is an investment advisor representative with Wells Fargo Clearing Services, LLC. Pearson has been in the securities industry since August 2012 and is registered to provide investment advice in Arizona and Texas. Pearson holds the Series 63, 65, 7, 9, and 10 licenses, as well as the SIE exam. Pearson has prior experience with Charles Schwab & Co., Inc. and is associated with Wells Fargo Advisors, LLC. Pearson is also registered with FINRA.
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.
1
2
AZ
04/16/2014 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
08/07/2012 - 08/28/2013
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 09/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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