Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory E. Stevens is an investment advisor representative with Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Gregory E. Stevens has been registered with the state of Florida since February 2019 and has previously worked at Morgan Stanley and Citigroup Global Markets Inc. Gregory E. Stevens is a licensed Series 7, 10, 9, 31 and SIE professional. Gregory E. Stevens specializes in investment advisory services, financial planning and pension consulting.
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
02/13/2019 - Present
Raymond James & Associates, Inc. (OCALA FL)
FL
06/01/2009 - 02/08/2019
MORGAN STANLEY (OCALA FL)
FL
12/12/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OCALA FL)
IA
Issued 12/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/1997
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
Not sure Gregory Stevens is the right advisor for you? Invested Better is here to help.
