Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lester is an active Investment Advisor Representative (IAR) with Raymond James Financial Services Advisors, Inc. Gregory has been active in the financial services industry since June 11, 1980, and has held previous positions with Janney Montgomery Scott LLC, Wachovia Securities, LLC, Wachovia Securities, Inc., The Robinson-Humphrey Company Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney, Harris Upham & Co., Incorporated, Paine, Webber, Jackson & Curtis Incorporated, and White, Weld & Co. Incorporated. Gregory has a Series 63, Series 65, and Series 7 licenses and holds a SIE license. Gregory's practice specializes in providing portfolio management for businesses and individuals, as well as financial planning services. Gregory is registered to offer investment advice in the states of Alabama, Florida, Georgia, Illinois, Maryland, North Carolina, Rhode Island, and South Carolina.
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
GA
04/07/2014 - Present
Raymond James Financial Services Advisors, Inc. (Peachtree Corners GA)
GA
06/18/2004 - 04/11/2014
JANNEY MONTGOMERY SCOTT LLC (ATLANTA GA)
MO
06/15/2002 - 07/13/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
02/11/1995 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
GA
11/18/1991 - 01/23/1995
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
NY
03/29/1990 - 07/01/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/21/1979 - 04/22/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
08/25/1978 - 09/30/1979
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
02/01/1978 - 09/26/1978
WHITE, WELD & CO. INCORPORATED
IA
Issued 05/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1981
Series 5 - Interest Rate Options Examination
BC
Issued 01/21/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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