Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Pittman is a financial advisor working with Stifel, Nicolaus & Company, Inc.. Gregory has been in the industry since 1991, and has experience in both securities and investment advisory services. Gregory is registered in 17 states, including Alabama, Texas, and Florida. Gregory is also registered with FINRA and the state of Alabama. Gregory's specializations include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Gregory currently works out of the Montgomery, Alabama office.
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.
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.
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2
AL
06/30/2023 - Present
Stifel, Nicolaus & Company, Inc. (MONTGOMERY AL)
AL
04/30/2009 - 06/20/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTGOMERY AL)
AL
01/02/2002 - 05/19/2009
CITIGROUP GLOBAL MARKETS INC. (MONTGOMERY AL)
GA
12/06/1991 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BC
Issued 12/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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