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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Vandergrift is a financial advisor registered with Raymond James & Associates, Inc. and has been in the industry since August 1989. Gregory Vandergrift has been associated with Raymond James & Associates, Inc. since July 2019. Prior to that, Gregory Vandergrift was registered with Ameriprise Financial Services, Inc. and LPL Financial Corporation. Gregory Vandergrift holds the following licenses: Series 7, Series 24, Series 63, and Series 65. Gregory Vandergrift also holds the designations of Certified Financial Planner and Chartered Financial Consultant.
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
07/15/2019 - Present
Raymond James & Associates, Inc. (ORLANDO FL)
FL
11/01/2010 - 07/12/2019
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
07/05/2007 - 11/09/2010
LPL FINANCIAL CORPORATION (ORLANDO FL)
FL
08/22/1989 - 07/05/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
MN
08/22/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
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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