Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Werntz is a financial professional with over seven years of experience in the financial services industry. Gregory is currently registered with Houlihan Lokey Capital, Inc. in California. Gregory holds FINRA Series 7, 79, 79TO and 63 licenses. Gregory has previously held positions at Citigroup Global Markets Inc., BofA Securities, Inc., J.P. Morgan Securities LLC and Blackstone Advisory Partners L.P..
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.
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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2
CA
02/28/2024 - Present
Houlihan Lokey Capital, Inc. (San Francisco CA)
CA
10/20/2021 - 12/01/2023
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
09/11/2019 - 09/24/2021
BOFA SECURITIES, INC. (SAN FRANCISCO CA)
CA
01/04/2019 - 08/23/2019
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
04/05/2012 - 04/06/2015
BLACKSTONE ADVISORY PARTNERS L.P. (MENLO PARK CA)
BC
Issued 01/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/06/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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