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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregrey? Claim Your ProfileGregrey James Thomas is a financial advisor with over 20 years of experience in the industry. Gregrey is currently registered with Macquarie Investment Management Business Trust and has been with the firm since April 2020. Prior to joining Macquarie Investment Management Business Trust, Gregrey worked at Lincoln Financial Distributors, Inc. and UBS Financial Services Inc. Gregrey is also registered as an Investment Advisor Representative in Colorado and Pennsylvania. Gregrey is dedicated to providing clients with personalized financial advice and portfolio management services. Gregrey's experience, knowledge, and commitment to client service make him a valuable resource for individuals, families, and businesses seeking financial guidance.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CO
04/20/2020 - Present
MacQuarie Investment Management Business Trust (DENVER CO)
PA
10/16/2007 - 12/31/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NJ
11/04/1999 - 10/29/2007
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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