Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory French is a financial professional with over 17 years of experience in the industry. Gregory is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has previously worked with Wachovia Securities, LLC, WM Financial Services, Inc., Penson Financial Services, Inc., and Yee, Desmond, Schroeder & Allen, Inc. Gregory holds the Series 7, Series 6, Series 63 and Series 55 licenses. Gregory is registered in 51 states and the District of Columbia. Gregory specializes in providing financial planning, portfolio management for individuals, and the selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
05/08/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
09/15/2006 - 07/30/2007
WACHOVIA SECURITIES, LLC (PLANO TX)
TX
11/10/2005 - 04/17/2006
WM FINANCIAL SERVICES, INC. (DALLAS TX)
TX
06/17/1997 - 09/23/2002
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
AZ
10/24/2000 - 11/20/2000
YEE, DESMOND, SCHROEDER & ALLEN, INC. (PHOENIX AZ)
BC
Issued 05/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/01/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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