Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Schifko is a financial professional with over 30 years of experience in the industry. Gregory is currently registered with Fidelity Brokerage Services LLC and has previously worked with Fidelity Investments Institutional Services Company, Inc., Prudential Investment Management Services LLC, Princor Financial Services Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, LINSCO/PRIVATE LEDGER CORP., First Union Brokerage Services, Inc., Marketing One Securities, Inc., Essex National Securities, Inc., Independent Financial Securities, Inc., GNA Securities, Inc. and Wealth Builders Equity Corporation. Gregory holds Series 6, 7, 24, 63 and 65 licenses as well as the SIE certification. Gregory is registered in 14 states: California, Connecticut, Delaware, District of Columbia, Florida, Illinois, Kentucky, Massachusetts, New Jersey, New York, Ohio, Pennsylvania, Rhode Island and Texas.
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.
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.
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2
GA
01/03/2017 - Present
Fidelity Brokerage Services LLC (ATLANTA GA)
RI
02/11/2011 - 10/07/2016
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NJ
06/04/2003 - 01/18/2011
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (ISELIN NJ)
IA
04/16/2002 - 05/23/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
09/09/1998 - 03/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
SC
02/08/1996 - 05/12/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NC
01/01/1996 - 02/15/1996
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OR
10/03/1995 - 01/01/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
CA
09/18/1995 - 10/09/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
10/19/1993 - 08/11/1995
INDEPENDENT FINANCIAL SECURITIES, INC.
VA
02/21/1992 - 12/22/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
07/02/1991 - 02/27/1992
WEALTH BUILDERS EQUITY CORPORATION
IA
Issued 10/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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