Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Winslow is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Rhode Island and Texas. Gregory has been in the industry since August 2020. Gregory's licenses include Series 66, Series 10, Series 9, Series 7TO, and SIE. Gregory has passed the Uniform Combined State Law Examination, General Securities Sales Supervisor - General Module Examination, General Securities Sales Supervisor - Options Module Examination, General Securities Representative Examination, and Securities Industry Essentials Examination. Gregory's primary office is located at 670 George Washington Hwy, CI Client Services, Lincoln, Rhode Island.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
RI
10/14/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LINCOLN RI)
BOTH
Issued 09/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/08/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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