Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Matthews is a financial advisor with Stifel, Nicolaus & Company, Inc. He is a registered representative with over 18 years of experience in the financial services industry. Gregory specializes in providing financial planning, portfolio management, and investment advisory services for individuals, businesses, and pooled investment vehicles.
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.
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2
IN
02/28/2017 - Present
Stifel, Nicolaus & Company, Inc. (INDIANAPOLIS IN)
IN
06/12/2009 - 02/28/2017
CITY SECURITIES CORPORATION (SOUTH BEND IN)
IN
02/17/2005 - 06/16/2009
EDWARD JONES (SOUTH BEND IN)
BOTH
Issued 02/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1993
Series 52 - Municipal 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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