Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Schink is a financial advisor registered with Raymond James & Associates, Inc.. Gregory is a registered representative with 15 years of experience in the securities industry. Gregory has a broad range of experience and is qualified to offer advisory services for both individuals and businesses. Gregory holds a Series 7, Series 31, and Series 66 licenses as well as a SIE license. Previously, Gregory was an advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Northwestern Mutual Investment Services, LLC. Gregory specializes in providing investment advisory services, financial planning, pension consulting, educational seminars, and selection of other advisors. Gregory has a diverse client base including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Please see note in schedule d - miscellaneous
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.
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2
MI
02/27/2020 - Present
Raymond James & Associates, Inc. (GRAND BLANC MI)
MI
08/31/2010 - 02/28/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUBURN HILLS MI)
MI
06/01/2009 - 07/26/2010
MORGAN STANLEY SMITH BARNEY (BIRMINGHAM MI)
MI
11/06/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
09/21/2007 - 09/05/2008
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
07/25/2007 - 09/14/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND RAPIDS MI)
BOTH
Issued 08/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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