Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory J. Schaller is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 20 years of experience in the industry. Gregory has a strong background in providing financial advice to a diverse clientele, including high-net-worth individuals, corporations, and institutions. He has been a registered representative with the firm since 2019 and holds several licenses and certifications, including Series 7, Series 66, and the SIE. Gregory is committed to providing personalized financial solutions tailored to each client's specific needs and goals.
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
NY
10/22/2019 - Present
Stifel, Nicolaus & Company, Inc. (FAIRPORT NY)
NY
10/12/2000 - 10/23/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)
BOTH
Issued 11/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2000
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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