Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Neuenschwander is an active investment advisor representative at Raymond James Financial Services Advisors, Inc., with 17 years of industry experience. Gregory holds a Series 66, SIE, and Series 7 license. Gregory is registered in 19 states for Broker-Dealer services, and 2 states for Investment Advisor services. Gregory is located in Saint Petersburg, Florida, and Fort Wayne, Indiana. Gregory is a Registered Representative of Raymond James Financial Services, Inc., member FINRA/SIPC.
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
FL
02/01/2023 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
IN
07/28/2005 - 02/08/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT WAYNE IN)
BOTH
Issued 10/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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