Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory James Dugdale is a financial advisor with over 30 years of experience in the industry. He has been registered with Raymond James Financial Services Advisors, Inc. since November 2018 and previously worked at D.A. Davidson & Co. Gregory holds a variety of licenses and certifications, including Series 7, Series 24, Series 51, and Series 66. Gregory specializes in financial planning, portfolio management, and investment advisory services. He has experience working with individuals, families, businesses, and institutions.
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
MT
11/30/2018 - Present
Raymond James Financial Services Advisors, Inc. (HAVRE MT)
MT
02/14/1989 - 12/19/2001
D.A. DAVIDSON & CO. (GREAT FALLS MT)
BOTH
Issued 11/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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