Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Devereaux Stewart is a financial advisor with over 40 years of experience in the industry. Gregory has been registered with J.p. Morgan Securities LLC since June 2010. Prior to that, Gregory was registered with UBS Financial Services Inc. from September 1994 to June 2010, Kidder, Peabody & Co. Incorporated from July 1991 to September 1994, Smith Barney, Harris Upham & Co., Incorporated from May 1985 to July 1991, Merrill Lynch, Pierce, Fenner & Smith Incorporated from January 1981 to May 1985, and Paine, Webber, Jackson & Curtis Inc. from January 1980 to January 1981. Gregory holds Series 7, 31, and 63 licenses. Gregory also holds a Series 65 license, which allows Gregory to provide investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
06/11/2010 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
09/19/1994 - 06/18/2010
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
07/16/1991 - 09/30/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
05/02/1985 - 07/19/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
01/21/1981 - 05/14/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/31/1980 - 01/12/1981
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
01/19/1980 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 11/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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