Rupert GregorioCRD Number: 3068594
Current Firm: Unionbanc Investment Services, LLC
Rupert Gregorio (CRD# 3068594) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Porterville, CA and has over 17 years of experience in the finance industry.
Kms Financial Services, Inc.
Wells Fargo Advisors, LLC
Securities America Advisors, Inc.
|Unionbanc Investment Services||Bakersfield, CA||Feb 2015 - Current||3|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Feb 2015||< 1|
|Morgan Stanley Smith Barney||Bakersfield, CA||Jun 2009 - Feb 2015||5|
|Morgan Stanley & Company, Incorporated||Bakersfield, CA||Mar 2008 - Feb 2015||6|
|Western International Securities||Incline Village, NV||Nov 2004 - Feb 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2000|
Total Assets Under Management773MILLIONS
Total Number of Accounts3,196ACCOUNTS
Average Account Value$241,970
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV