Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Fairfield is an investment advisor representative with Raymond James & Associates, Inc. Gregory has been in the industry since 2007. Gregory is currently registered with the state of Idaho and Texas and is licensed with Series 7, 9, 10 and 66. Gregory is also a former advisor for UBS Financial Services Inc. Gregory is a golf coach for a private high school and is a registered representative for Raymond James & Associates, Inc. Gregory's primary office is in Ketchum, Idaho.
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
ID
09/28/2021 - Present
Raymond James & Associates, Inc. (Ketchum ID)
ID
01/01/2008 - 10/21/2021
UBS FINANCIAL SERVICES INC. (KETCHUM ID)
BOTH
Issued 01/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/28/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2007
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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