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 Robinson is a financial advisor who has been in the financial services industry since 2008. Currently, Gregory is an investment advisor representative registered with Edward Jones. Prior to joining Edward Jones, Gregory worked for Charles Schwab & Co., Inc. in Lone Tree, CO, Macquarie Capital (USA) Inc. in San Francisco, CA and SunTrust Robinson Humphrey, Inc. in Atlanta, GA. Gregory holds the Series 7, Series 86, Series 87, SIE, and Series 99TO licenses, and is registered with the states of Colorado and Missouri.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
12/01/2021 - Present
Edward Jones (ST. LOUIS MO)
CO
09/12/2013 - 12/04/2021
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CA
11/08/2010 - 02/23/2012
MACQUARIE CAPITAL (USA) INC. (SAN FRANCISCO CA)
GA
12/19/2006 - 10/15/2010
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
BC
Issued 10/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2009
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/26/2009
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gregory Robinson is the right advisor for you? Invested Better is here to help.
