Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Gregori is a financial advisor with over 25 years of experience in the industry. Sheila is currently registered with MML Distributors, LLC, MML Strategic Distributors, LLC, and MML Investors Services, LLC in Massachusetts. Sheila has held previous registrations with MSI Financial Services, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Advest, Inc. She has also passed several industry exams including the Series 7, 63, 24, 8, 9, 10, 31, 55, 57TO, and SIE exams.
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.
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.
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MA
11/01/2017 - Present
MML Distributors, LLC (SPRINGFIELD MA)
MA
09/09/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
CT
06/01/2009 - 04/12/2010
MORGAN STANLEY SMITH BARNEY (HARTFORD CT)
CT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HARTFORD CT)
CT
02/02/2006 - 04/02/2007
MORGAN STANLEY DW INC. (HARTFORD CT)
NY
08/15/1995 - 02/02/2006
ADVEST, INC. (NEW YORK NY)
IA
Issued 05/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/08/1996
Series 24 - General Securities Principal Examination
BC
Issued 07/29/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/10/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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