Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Fieger is a financial advisor at Raymond James & Associates, Inc., and has been in the financial services industry since September 12, 1996. Gregory has been registered with FINRA since April 15, 2022. Gregory has also been registered with the state of Florida as an Investment Advisor Representative since April 15, 2022. Prior to joining Raymond James & Associates, Inc., Gregory was a financial advisor at Morgan Stanley for over 12 years.
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
FL
04/15/2022 - Present
Raymond James & Associates, Inc. (NAPLES FL)
FL
06/01/2009 - 04/21/2022
MORGAN STANLEY (Naples FL)
FL
05/31/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NAPLES FL)
NY
09/01/2000 - 06/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/05/1999 - 09/07/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/13/1996 - 02/22/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/12/1996
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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