Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Powers is a financial advisor with over 30 years of experience in the financial services industry. Gregg is registered with Raymond James Financial Services Advisors, Inc. and has previously worked at several other firms including Wells Fargo Clearing Services, LLC and First Union Brokerage Services, Inc. Gregg is registered as a broker-dealer and investment advisor in several states including Florida, Alabama, Arizona, California, Colorado, Georgia, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Utah, Virginia, Washington, West Virginia and Wyoming. Gregg holds Series 7, 63 and 65 licenses and the SIE designation. Gregg specializes in working with individuals, families, businesses, corporations, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
07/11/2017 - Present
Raymond James Financial Services Advisors, Inc. (PALM BEACH GARDENS FL)
FL
10/01/2000 - 06/07/2017
WELLS FARGO CLEARING SERVICES, LLC (WEST PALM BEACH FL)
NC
09/05/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
CO
02/16/2000 - 08/28/2000
EBI SECURITIES CORPORATION (ENGLEWOOD CO)
CO
07/18/1997 - 02/23/2000
AMERICAN FRONTEER FINANCIAL CORPORATION (DENVER CO)
NY
07/10/1997 - 07/30/1997
WORTHINGTON CAPITAL GROUP, INC. (GARDEN CITY NY)
NJ
04/04/1996 - 07/16/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
MO
07/22/1994 - 04/12/1996
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NY
02/03/1992 - 08/04/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 02/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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