Gregory Eric Beckman

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Spring Lake, NJ
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Spring Lake, NJ

Previous Registrations

• 2002-07-30 → 2003-07-01
  Prudential Equity Group, Llc
  Spring Lake, NJ

Other Businesses

TRUSTEE FOR SPOUSE, INV RELATED, WALL TOWNSHIP, NJ, START: 8/16/2018, 1 HR/MONTH, 0 HRS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-01-12
• S63 Uniform Securities Agent State Law Examination
  1986-02-26