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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Adams is an investment advisor representative with Optimist Capital in PALM BEACH GARDENS, FL. Gregory is also a registered investment advisor in Florida and California. Gregory has been in the financial services industry since 1999, starting with Allen, Mooney & Barnes Brokerage Services, LLC in THOMASVILLE, GA. Gregory also worked for Raymond James Financial Services, Inc. Prior to joining Optimist Capital, Gregory was with Ameritas Investment Corp. in Lincoln, NE. Gregory Adams is a Series 66, Series 7, Series 24, Series 9 and Series 10 licensed advisor. Gregory's firm offers Financial Planning, Pension Consulting, and Portfolio Management for Individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/17/2018 - Present
Optimist Capital (PALM BEACH GARDENS FL)
FL
09/25/2017 - 10/26/2018
AMERITAS INVESTMENT CORP. (Palm Beach Gardens FL)
GA
04/27/2007 - 08/27/2015
ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC (THOMASVILLE GA)
GA
01/12/2001 - 04/24/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (THOMASVILLE GA)
NY
01/18/2000 - 02/12/2001
SHIELDS & COMPANY (NEW YORK NY)
BOTH
Issued 12/27/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/26/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/26/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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