Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Gerard Schuette is a financial advisor with Stifel, Nicolaus & Company, Inc., based in JOHNSON CITY, TN. Gregory has been in the financial industry since 1986 and has experience working with individuals, families, and businesses. Gregory has a wide range of experience and holds multiple licenses, including Series 3, 7, 9, 10, 14, 63 and SIE. He is also a Certified Financial Planner (CFP). Gregory's primary focus is on providing comprehensive financial planning services, including investment management, retirement planning, and estate planning. He is committed to providing personalized service to meet the unique needs of each of his clients. Gregory is also actively involved in the community as a Board Member of the Coalition for Kids.
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
TN
10/15/2018 - Present
Stifel, Nicolaus & Company, Inc. (JOHNSON CITY TN)
TN
01/01/2008 - 06/08/2012
WELLS FARGO ADVISORS, LLC (JOHNSON CITY TN)
TN
09/29/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (JOHNSON CITY TN)
BC
Issued 10/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/1992
Series 14 - Compliance Officer Examination
BC
Issued 06/25/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1993
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
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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