Gregory RahmlowCRD Number: 5441161
Current Firm: Wells Fargo Clearing Services, LLC
Gregory Rahmlow (CRD# 5441161) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Pittsford, NY and has over 10 years of experience in the finance industry. Gregory Rahmlow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Wells Fargo Clearing Services, LLC||Pittsford, NY||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Pittsford, NY||May 2014 - Nov 2016||2|
|American Portfolios Financial Services, Inc.||Holbrook, NY||Dec 2010 - May 2014||3|
|Axa Advisors, LLC||New York, NY||Oct 2007 - Dec 2010||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2010|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY