Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Collier is a financial advisor with over 30 years of experience in the industry. Gregory Collier is currently registered with Raymond James Financial Services Advisors, Inc. and holds a Series 7, 9, 10, 26, 3, 63 and 65 license. Gregory Collier also has a Certified Financial Planner designation. Gregory Collier has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Prior to joining Raymond James Financial Services Advisors, Inc., Gregory Collier was employed by several other firms including SunAmerica Securities, Inc., Banc of America Investment Services, Inc., Barnett Investments, Inc., JMC Financial Corporation and Dean Witter Reynolds Inc. Gregory Collier's previous registration was with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
08/28/2019 - Present
Raymond James Financial Services Advisors, Inc. (Mount Dora FL)
AZ
04/14/2005 - 04/26/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
04/01/1998 - 03/30/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
03/27/1995 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MA
09/20/1991 - 02/17/1995
JMC FINANCIAL CORPORATION (BOSTON MA)
NY
04/06/1988 - 12/20/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
10/14/1985 - 02/18/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 07/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/19/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/21/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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