Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Wilkinson is a financial advisor with Raymond James Financial Services Advisors, Inc. Gregory has been in the industry since 2024, and has licenses in Maryland and the District of Columbia. Gregory has both a Series 66 and Series 7TO license. Gregory is also a registered Investment Advisor in Maryland. Gregory is affiliated with Potomac Financial Group, an independent office that is part of ICD with RJFS. Gregory specializes in a variety of financial planning and investment management services for individuals, businesses and pension plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
08/08/2024 - Present
Raymond James Financial Services Advisors, Inc. (CALVERTON MD)
BOTH
Issued 07/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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