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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Jay Rustemeyer is an investment advisor representative at Raymond James & Associates, Inc., based in Dublin, Ohio. Gregory Jay Rustemeyer has been in the industry since 1988. Gregory Jay Rustemeyer is registered with the state of Ohio and 9 other states. Gregory Jay Rustemeyer has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., Lehman Brothers Inc., Kemper Securities Group, Inc., Prescott, Ball & Turben, Inc. and Stifel, Nicolaus & Company, Incorporated. Gregory Jay Rustemeyer has Series 7 and Series 63 licenses as well as the SIE exam.
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
OH
09/30/2022 - Present
Raymond James & Associates, Inc. (Dublin OH)
OH
06/05/2009 - 10/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
OH
07/31/1993 - 06/22/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
NY
01/31/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MO
09/04/1990 - 02/05/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
02/15/1989 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
05/13/1988 - 03/01/1989
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BC
Issued 06/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
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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