Unclaimed
Marcia Tudor Gregory is a financial advisor with Benjamin F. Edwards & Company, Inc., and has been in the industry since November 2003. Marcia has been registered with the state of Illinois as a registered representative and has been registered with the state of Texas as a registered representative. Marcia has also been registered as an investment advisor representative in the state of Illinois and the state of Texas. Previously, Marcia worked for Wells Fargo Clearing Services, LLC in Geneva, IL from January 2008 to September 2018 and A. G. Edwards & Sons, Inc. in Hanover Park, IL from November 2003 to January 2008. Marcia is currently registered with the state of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.
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.
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.
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.
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2
MO
09/14/2018 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
01/01/2008 - 09/18/2018
WELLS FARGO CLEARING SERVICES, LLC (GENEVA IL)
IL
11/12/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HANOVER PARK IL)
BOTH
Issued 11/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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