Our Qualifications

We have been working with individual investors and institutions for more than 25 years. We have the experience in all areas of investment planning to help you pursue your goals.

Designations Held by Greg Syrios:

PREMIER ADVISOR PROGRAM The Premier Advisor designation is held by a select group of Financial Advisors within the firm, as measured by business production, completion of educational components and professionalism.

CERTIFIED FINANCIAL PLANNER™ (CFP®) A Financial Advisor who has been awarded the CFP® professional certification has demonstrated skill in analyzing and developing personal long-term financial strategies.  He or she has successfully completed a series of rigorous financial planning courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. 

CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA®) A professional designation conferred by the Investment Management Consultants Association (IMCA). CIMA applicants must have at least three years of client centered investment consulting experience over a ten year period, and successfully completed the CIMA program. To remain in good standing, certified individuals engage in 40 hours of continuing education every two years.
Syrios Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AZ, CA, CO, DE, GA, ID, IN, MO, NC, NM, NV, OR, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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