Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Stevens is a financial advisor with over 30 years of experience in the industry. Gregory is currently registered with Grove Point Investments, LLC in Tuxedo, New York and has been with the firm since June 2009. Gregory's previous experience includes working with Genworth Financial Securities Corporation, C. J. M. Planning Corp., and Main Street Management Company. Gregory is also a registered principal with the Series 26 exam. He is licensed in Florida, New Jersey, New York and South Carolina.
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.
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.
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2
NY
06/18/2009 - Present
Grove Point Investments, LLC (Tuxedo NY)
NY
10/24/2005 - 06/18/2009
GENWORTH FINANCIAL SECURITIES CORPORATION (TUXEDO NY)
NJ
07/15/2004 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
MA
11/02/1987 - 06/18/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NA
12/09/1983 - 11/09/1987
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 12/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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