Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gregory has been working in the financial services industry since December 2003. Robert is currently registered as a Registered Representative (RR) with Wells Fargo Advisors Financial Network, LLC, in Chatham, NJ. Previous roles include Morgan Stanley and Citigroup Global Markets Inc. Robert currently holds Series 63, 65, 7, and SIE licenses.
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
NJ
08/04/2020 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
NJ
06/01/2009 - 12/10/2013
MORGAN STANLEY (FLORHAM PARK NJ)
NJ
12/18/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
IA
Issued 01/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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