Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Benjamin Rice is a financial advisor with over 15 years of experience in the industry. Gregory is currently registered with Raymond James & Associates, Inc. in Eagle, Idaho. Gregory has been with Raymond James & Associates, Inc. since January 2018. Previously, Gregory worked at UBS FINANCIAL SERVICES INC. in Boise, Idaho. Gregory also worked at PIPER JAFFRAY & CO., also in Boise, Idaho. Gregory has passed the Series 66, Series 31, and Series 7 exams, and is a registered representative in multiple states, including Idaho, Texas, and Alabama.
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
04/04/2019 - Present
Raymond James & Associates, Inc. (Eagle ID)
ID
08/12/2006 - 01/17/2018
UBS FINANCIAL SERVICES INC. (BOISE ID)
ID
09/03/2003 - 08/12/2006
PIPER JAFFRAY & CO. (BOISE ID)
BOTH
Issued 09/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/2003
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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