Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Shemas is an investment advisor representative with Raymond James Financial Services Advisors, Inc. located in Toledo, Ohio. Gregory has been in the securities industry since 1989. Gregory is registered with the state of Ohio and Texas. Gregory has earned both the Series 7 and Series 63 licenses. Gregory's firm, Raymond James Financial Services Advisors, Inc., is a well-established investment firm with a large client base. The firm provides a variety of financial services, including financial planning, portfolio management, and educational seminars.
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
OH
07/25/2024 - Present
Raymond James Financial Services Advisors, Inc. (TOLEDO OH)
OH
07/31/1993 - 05/05/2009
CITIGROUP GLOBAL MARKETS INC. (TOLEDO OH)
NY
10/11/1996 - 10/21/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/26/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MN
03/21/1989 - 04/17/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/21/1989 - 04/17/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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