Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Branson is an investment advisor representative with Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Gregory has a wide range of experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Gregory is registered with the state of Wisconsin and Texas and is licensed to sell securities in 13 states. Gregory is also a member of the Elm Grove Fire Department.
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.
1
2
WI
01/26/2023 - Present
Raymond James & Associates, Inc. (Waukesha WI)
WI
10/28/2009 - 01/30/2023
WELLS FARGO CLEARING SERVICES, LLC (WAUKESHA WI)
WI
11/02/2005 - 10/29/2009
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
NY
05/04/2004 - 10/25/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
WI
06/26/2002 - 04/12/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 05/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/25/2002
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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