ADVISOR BIO

Gregory Morse is a financial advisor with Perennial Financial Services. Gregory has been in the financial services industry since 1997 and has extensive experience in financial planning, portfolio management, and pension consulting. Gregory is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses. Gregory is registered to provide investment advisory services in California, New York, Tennessee, and Virginia.

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ADVISOR BIO

Gregory Syrios is a financial advisor with over 30 years of experience in the industry. Gregory has been a registered representative since 1993, holding licenses for both Broker-Dealer and Investment Advisor. He has worked with a variety of firms during his career, including A.G. Edwards & Sons, Inc. and Olde Discount Corporation. Currently, Gregory is the founder and owner of Syrios Wealth Management Group. The firm provides financial planning and portfolio management for individuals, businesses, and pension plans. Gregory has a comprehensive understanding of the financial markets and is committed to providing personalized advice and guidance to his clients.

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ADVISOR BIO

Gregory McCormac is an investment advisor representative with Wells Fargo Clearing Services, LLC. Gregory has been in the industry since March 2008 and has been with Wells Fargo Clearing Services, LLC since January 2011. Gregory is registered with the state of California. Gregory's office is located in WALNUT CREEK, California.

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ADVISOR BIO

Gregory Gaon is an Investment Advisor Representative with Morgan Stanley. Gregory has been in the industry since 1996. Gregory has a Series 63 license from the state of California and a Series 65 license from the state of California. Previously, Gregory was employed at Citigroup Global Markets Inc. The advisor currently has registrations in the state of California and Texas. Gregory has passed the Series 7, Series 31, and SIE exams. Gregory specializes in providing financial planning, pension consulting and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Gregory De surville is a financial advisor with over 30 years of experience in the industry. Gregory is currently registered with Morgan Stanley in both California and Texas. Gregory has held previous positions with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Gregory holds a Series 7, Series 63, and Series 65 license and has passed the SIE exam.

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ADVISOR BIO

Gregory Loomis Chidlaw is an Investment Advisor Representative with Independent Financial Group, LLC, based in San Rafael, CA. Gregory has been in the financial services industry since August 11, 1983, with previous experience at LPL FINANCIAL LLC, DEAN WITTER REYNOLDS INC., EVEREN SECURITIES, INC., PRUDENTIAL SECURITIES INCORPORATED, ENDEAVOR GROUP, ANGELES/QUINOCO SECURITIES, INC., SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, and CAPITAL ANALYSTS, INCORPORATED. Gregory is registered in California and Texas, with a Series 63 license and a Series 65 license. Independent Financial Group, LLC is a registered investment advisor with over $6 billion in assets under management. The firm offers financial planning, portfolio management, and pension consulting services to a variety of client types, including individuals, corporations, and charitable organizations.

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ADVISOR BIO

Gregory Zappas is a financial advisor at Morgan Stanley. Gregory has been in the financial services industry since December 1997 and is licensed to provide investment advice in Arizona, California, Colorado, Florida, Illinois, Massachusetts, Nevada, New York, Rhode Island, Texas, Utah, Virginia, and Washington. Gregory has experience in a variety of financial services firms, including First Republic Securities Company, LLC, UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, UST Securities Corp., and UST Financial Services Corp. Gregory is a Series 6, 7, 63, and 66 licensed advisor.

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ADVISOR BIO

Gregory Whiteaker is a financial advisor with J.P. Morgan Securities LLC in Temecula, CA. Gregory has over 6 years of experience in the financial industry. Gregory has Series 6 and Series 63 licenses and the SIE exam. Gregory specializes in the areas of investment advice and financial planning. Gregory is registered in Arizona, California, and Tennessee.

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ADVISOR BIO

Gregory Lebbert is a financial advisor with over 30 years of experience in the financial services industry. Gregory Lebbert is currently registered with Infinity Financial Services Advisory. Previously, Gregory Lebbert was registered with Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., KEMPER SECURITIES GROUP, INC., BATEMAN EICHLER, HILL RICHARDS, INCORPORATED, M.D. ADVISORS, INC., and M.L. STERN & CO. INC. Gregory Lebbert holds the Series 7, Series 63, and SIE licenses. Gregory Lebbert's primary specializations are investment advisory services, portfolio management for individuals, and financial planning. Gregory Lebbert and Infinity Financial Services Advisory serve individuals, high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

ADVISOR BIO

Gregory Norman has been in the financial services industry since 1999. Currently, Gregory Norman is registered with Cuso Financial Services, LP in California. Gregory Norman previously worked at LPL FINANCIAL LLC, CUNA BROKERAGE SERVICES, INC., CETERA ADVISOR NETWORKS LLC, FIDELITY BROKERAGE SERVICES LLC, FINANCIAL NETWORK INVESTMENT CORPORATION, WM FINANCIAL SERVICES, INC., BANCWEST INVESTMENT SERVICES, INC., A. G. EDWARDS & SONS, INC., and PFS INVESTMENTS INC.. Gregory Norman holds Series 6, 7, 63, and 65 licenses and the SIE exam.

SPECIALIZATIONS