Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Edward Gonzales is a financial advisor at Stifel, Nicolaus & Company, Inc. Gregory Gonzales is a licensed securities representative. Gregory Gonzales has been working in the industry since 1982. Gregory Gonzales is registered with the state of North Carolina as an Investment Advisor Representative and has been active in the state since 2014. Gregory Gonzales is also registered with the state of Texas as an Investment Advisor Representative and has been active in the state since 2017. Gregory Gonzales specializes in offering financial planning and investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Gregory Gonzales is also involved with the Moses Cone Healthcare Cancer Center and the Ross Angel Foundation.
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.
1
2
NC
12/22/2017 - Present
Stifel, Nicolaus & Company, Inc. (Greensboro NC)
NC
01/01/2008 - 05/09/2014
WELLS FARGO ADVISORS, LLC (GREENSBORO NC)
NC
05/26/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENSBORO NC)
NA
09/02/1988 - 06/07/1989
ATLANTA SECURITIES & INVESTMENTS, INC.
NA
07/29/1988 - 08/15/1988
SCOTT & STRINGFELLOW, INC.
NA
07/22/1982 - 08/15/1988
INDEPENDENCE SECURITIES, INC.
BOTH
Issued 04/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
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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