Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Cyril Staub is an investment advisor representative at PSI Capital Management. Gregory has been in the industry since 1985. Gregory has a Series 7, Series 63, and Series 65 licenses. Gregory has experience with individual and corporate clients. Gregory is registered to offer investment advisory services in Pennsylvania and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
06/01/2021 - Present
PSI Capital Management (HARRISBURG PA)
NA
06/05/1986 - 05/08/1987
EXETER SECURITIES CORPORATION
NA
05/22/1985 - 06/10/1986
CARDELL & ASSOCIATES, INCORPORATED
IA
Issued 09/20/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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