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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Banasz is a financial advisor who has been in the industry since 1997. Gregory Banasz currently works for Steward Partners Investment Advisory, LLC, a firm that provides financial planning, investment management, and other financial services to individuals, families, and businesses. Previously, Gregory Banasz worked at Raymond James Financial Services, Inc., Morgan Stanley, and Citigroup Global Markets Inc. Gregory Banasz is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 9, 10, 24, 31, and 66 licenses. Gregory Banasz is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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2
DC
09/23/2024 - Present
Steward Partners Investment Advisory, LLC (WASHINGTON DC)
DC
09/01/2015 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON DC)
MD
06/01/2009 - 01/03/2014
MORGAN STANLEY (BETHESDA MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FREDERICK MD)
MD
09/01/1997 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (CUMBERLAND MD)
MD
09/01/1997 - 02/11/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
11/04/1996 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
MD
01/11/1996 - 09/19/1996
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 06/21/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/03/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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