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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Gregory is a financial advisor with over 20 years of experience in the financial services industry. Jennifer currently works as a Registered Representative at Wells Fargo Clearing Services, LLC in Charleston, South Carolina. Prior to joining Wells Fargo, Jennifer worked at Fidelity Brokerage Services LLC and Edward Jones. Jennifer is licensed to provide securities and investment advisory services in both Missouri and South Carolina. Jennifer holds multiple licenses and designations including Series 63, 66, 7, 9, 10, 99TO and SIE. Jennifer specializes in working with a variety of clients including individuals, families, businesses, and institutional clients. Jennifer is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
SC
07/11/2017 - Present
Wells Fargo Clearing Services, LLC (CHARLESTON SC)
MO
07/06/2010 - 10/02/2014
FIDELITY BROKERAGE SERVICES LLC (ST. LOUIS MO)
SC
06/06/2006 - 12/10/2007
EDWARD JONES (SUMMERVILLE SC)
RI
08/18/2000 - 04/27/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 01/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
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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