Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Gregson is a financial professional with over 20 years of experience in the industry. Michael has a strong background in providing financial planning and portfolio management services to individuals, businesses, and institutional clients. Michael is currently registered with Oppenheimer & Co. Inc. Previously, Michael was affiliated with International Assets Advisory, LLC, Spire Securities, LLC, LPL Financial Corporation, UVEST Financial Services Group, INC, W.S. Griffith & Co., INC., and Hornor, Townsend & Kent, INC.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
08/01/2024 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NC
03/29/2021 - 06/26/2024
INTERNATIONAL ASSETS ADVISORY, LLC (CHARLOTTE NC)
VA
05/20/2014 - 03/29/2021
SPIRE SECURITIES, LLC (MCLEAN VA)
NC
11/24/2008 - 11/02/2010
LPL FINANCIAL CORPORATION (CHARLOTTE NC)
NC
09/07/2006 - 10/28/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
CT
10/10/1995 - 10/22/1997
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
PA
04/21/1993 - 09/25/1995
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 04/30/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/31/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Gregson is the right advisor for you? Invested Better is here to help.
