Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Scott is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in PANAMA CITY, FL. Gregory has been in the financial services industry since 2002. Gregory holds Series 7, 9, 10, 24 and 66 licenses. Gregory is registered to provide advisory services in 32 states.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
05/04/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PANAMA CITY FL)
FL
12/05/2019 - 05/03/2021
INFINEX INVESTMENTS, INC. (Panama City FL)
FL
05/16/2008 - 12/06/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (PANAMA CITY FL)
FL
07/18/2002 - 05/19/2008
MORGAN KEEGAN & COMPANY, INC. (PANAMA CITY FL)
BOTH
Issued 08/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/17/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gregory Scott is the right advisor for you? Invested Better is here to help.
