Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Philip Desmarais is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc.. Gregg has been working in the financial services industry since April 14, 2016. Gregg has passed the Series 7, Series 66, and SIE exams. Gregg specializes in investment advice for individuals, businesses, and retirement plans. Gregg also has experience with pension consulting and educational seminars. Gregg is currently registered with the state of Connecticut, Massachusetts, Florida, New York, Rhode Island, Vermont, and Wisconsin.
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
CT
05/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (Avon CT)
MA
04/15/2016 - 05/23/2024
TD PRIVATE CLIENT WEALTH LLC (Springfield MA)
BOTH
Issued 07/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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