Unclaimed
Gregory C. Teschke is an investment advisor representative with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. in St. Petersburg, Florida. Gregory has been in the financial services industry since April 13, 2007. Gregory holds Series 63, 66, 7, and 24 licenses. Gregory has also worked at several other firms, including Equitable Advisors, LLC, LPL Financial LLC, Fifth Third Securities, Inc., Chase Investment Services Corp., and Edward Jones.
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
11/15/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
IN
05/04/2020 - 03/03/2022
EQUITABLE ADVISORS, LLC (VEEDERSBURG IN)
IL
08/26/2011 - 02/06/2020
LPL FINANCIAL LLC (DANVILLE IL)
KY
07/13/2010 - 08/19/2011
FIFTH THIRD SECURITIES, INC. (MADISONVILLE KY)
IL
09/04/2008 - 07/07/2010
CHASE INVESTMENT SERVICES CORP. (NAPERVILLE IL)
IL
04/18/2006 - 08/28/2008
EDWARD JONES (HOMER GLEN IL)
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2006
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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