Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Davidson is a registered investment advisor representative with RBC Capital Markets, LLC. Gregory has been in the industry since January 27, 1989. Gregory has a Series 7 and Series 63 license. Gregory is registered in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Maryland, Massachusetts, Michigan, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Gregory is also registered as an investment advisor representative in New Jersey, New York, and Texas. Gregory is a registered representative of RBC Capital Markets, LLC.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NJ
10/26/2021 - Present
RBC Capital Markets, LLC (RED BANK NJ)
NJ
12/15/2000 - 04/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHREWSBURY NJ)
NY
06/29/2000 - 11/07/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/17/1998 - 08/30/1999
CHAPDELAINE CORPORATE SECURITIES & CO (NEW YORK NY)
NY
02/17/1995 - 07/30/1998
CANTOR FITZGERALD PARTNERS (NEW YORK NY)
NY
02/17/1995 - 07/01/1998
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
NY
06/22/1994 - 11/02/1994
THE NIKKO SECURITIES CO. INTERNATIONAL, INC. (NEW YORK NY)
NY
09/22/1987 - 05/04/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
IA
Issued 07/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
F
FINRA
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Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
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MEMX LLC
M
MIAX PEARL, LLC
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NYSE American LLC
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NYSE Arca, Inc.
N
NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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