Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Miller is a financial advisor with over 40 years of experience in the financial services industry. Gregory is registered with Oppenheimer & Co. Inc. and has experience with a variety of financial products and services. Gregory is currently licensed in Illinois and Michigan. In the past, Gregory was registered with various other firms including McDonald Investments Inc., Raymond James & Associates, Inc., and Roney & Co. L.L.C.. Gregory has a broad base of experience in the financial services industry including investment advisory services, portfolio management, and financial planning.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MI
11/25/2015 - Present
Oppenheimer & Co. Inc. (STERLING HEIGHTS MI)
OH
10/04/2000 - 02/01/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
FL
06/18/1998 - 10/09/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
09/08/1986 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NA
10/16/1984 - 09/23/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/19/1983 - 10/12/1984
E. F. HUTTON & COMPANY INC
NA
07/29/1982 - 01/31/1983
SMA EQUITIES, INC.
IA
Issued 03/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/13/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/02/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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