Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Frank Gregory is a financial professional with over 20 years of experience in the industry. Donald is currently registered with Raymond James Financial Services, Inc., Carillon Fund Distributors, Inc., and Raymond James & Associates, Inc. Donald holds multiple licenses, including Series 7, Series 24, Series 27, Series 63, Series 99TO, and SIE. Donald is a registered representative in Michigan.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
FL
08/11/2023 - Present
Raymond James Financial Services, Inc. (ST. PETERSBURG FL)
NY
06/03/2019 - 12/20/2019
SILVER LANE ADVISORS LLC (NEW YORK NY)
FL
05/15/2000 - 12/31/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 07/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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