Gregory Paul Holmes

Gregory Paul Holmes Email and Phone Number

Registered Investment Advisor @ Cooper McManus
California, United States
Gregory Paul Holmes's Location
Los Angeles County, California, United States, United States
Gregory Paul Holmes's Contact Details

Gregory Paul Holmes work email

Gregory Paul Holmes personal email

n/a
About Gregory Paul Holmes

Western International Securities, Inc. (“WIS”) is a registered broker-dealer (Member FINRA www.finra.org/SIPC www.sipc.org) and SEC Registered Investment Advisor. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. WIS representatives do not provide tax or legal guidance. For such guidance, please consult with a qualified professional.Focus: - Retirement Planning Strategies- Family Finances- Estate Planning Strategies-wealth preservation strategies-tax planning strategies

Gregory Paul Holmes's Current Company Details
Cooper McManus

Cooper Mcmanus

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Registered Investment Advisor
California, United States
Gregory Paul Holmes Work Experience Details
  • Cooper Mcmanus
    Registered Investment Advisor
    Cooper Mcmanus
    California, United States
  • Western Internation Securities
    Investment Advisor
    Western Internation Securities Dec 2017 - Present
    Santa Monica, Ca
    My Approach:As an Investment Advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.I am licensed and registered to conduct business in CA.Based on licenses and registrations I hold, I may also conduct business in TN
  • Ameriprise Financial
    Financial Advisor
    Ameriprise Financial Apr 2010 - Dec 2017
    Woodland Hills, Ca
  • Morgan Stanley Smith Barney
    Senior Vice President Of Portfolio Management
    Morgan Stanley Smith Barney 1988 - Apr 2010

Gregory Paul Holmes Skills

Financial Services Services

Gregory Paul Holmes Education Details

Frequently Asked Questions about Gregory Paul Holmes

What company does Gregory Paul Holmes work for?

Gregory Paul Holmes works for Cooper Mcmanus

What is Gregory Paul Holmes's role at the current company?

Gregory Paul Holmes's current role is Registered Investment Advisor.

What is Gregory Paul Holmes's email address?

Gregory Paul Holmes's email address is gr****@****mpf.com

What schools did Gregory Paul Holmes attend?

Gregory Paul Holmes attended Occidental College.

What skills is Gregory Paul Holmes known for?

Gregory Paul Holmes has skills like Financial Services, Services.

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