Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Francis Johnson is an active broker and investment advisor representative. Gregory has been in the industry since November 24, 1987, and is currently registered with Robert W. Baird & Co. Inc.. Gregory is a registered investment advisor in Florida, Ohio and Texas. Prior to joining Robert W. Baird & Co. Inc., Gregory was associated with McDonald Investments Inc. in Cleveland, Ohio from November 25, 1987 to October 11, 2006. Gregory has passed the Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and the SIE exams.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
07/25/2018 - Present
Robert W. Baird & Co. Inc. (CLEVELAND OH)
OH
11/25/1987 - 10/11/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 04/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/24/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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