Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Streitman is an investment advisor representative with Fisher Investments. Gregory has been in the industry since 2000. Gregory holds Series 7, 31, 65, and 66 licenses. Gregory has experience with several firms including Fidelity Brokerage Services LLC, Truist Investment Services, Inc., Wells Fargo Clearing Services, LLC, and USAA Financial Advisors, Inc. Gregory provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Gregory also offers financial planning and portfolio assessment services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
05/14/2024 - Present
Fisher Investments (Tampa FL)
FL
06/28/2021 - 04/16/2024
FIDELITY BROKERAGE SERVICES LLC (CLEARWATER FL)
FL
07/31/2019 - 05/14/2021
TRUIST INVESTMENT SERVICES, INC. (NEW PORT RICHEY FL)
FL
08/01/2014 - 07/24/2019
WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)
FL
04/22/2010 - 08/14/2012
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
08/08/2008 - 05/18/2009
COMMONWEALTH CAPITAL SECURITIES CORP. (CLEARWATER FL)
FL
09/05/2007 - 07/24/2008
WACHOVIA SECURITIES, LLC (TAMPA FL)
FL
07/26/2006 - 06/28/2007
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
05/05/2006 - 06/26/2006
E*TRADE SECURITIES LLC (TAMPA FL)
FL
04/12/2006 - 05/08/2006
BROWNCO, LLC (TAMPA FL)
AL
05/29/2002 - 03/03/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NY
11/16/2000 - 07/17/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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