Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg J. Timura is a financial advisor at Raymond James & Associates, Inc. Gregg Timura has been in the financial industry since 1994. Gregg Timura has worked at Ameriprise Financial Services, LLC, Ameriprise Advisor Services, Inc., AMTRUST INVESTMENT SERVICES, INC., and LOCUST STREET SECURITIES, INC.. Gregg Timura is registered with the state of Ohio and has been since 2023. Gregg Timura offers a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Gregg Timura holds the SIE, Series 31, Series 7, and Series 6 licenses and is a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
09/29/2023 - Present
Raymond James & Associates, Inc. (WESTLAKE OH)
OH
10/05/2009 - 10/03/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Westlake OH)
OH
03/20/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (WESTLAKE OH)
OH
12/10/1998 - 03/24/2009
AMTRUST INVESTMENT SERVICES, INC. (ROCKY RIVER OH)
IA
12/01/1994 - 12/17/1998
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 12/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1994
Series 6 - Investment Company Products/Variable Contracts 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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