Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Godvin is a financial advisor at Stifel, Nicolaus & Company, Inc. Gregory has over 30 years of experience in the financial services industry. Gregory has held positions at several firms including Sterne, Agee & Leach, Inc., Jefferies & Company, Inc., HSBC Securities (USA) Inc., Amherst Securities Group, L.P., and Prudential Securities Incorporated. Gregory is a Series 7, Series 24, and Series 63 licensed professional. Gregory specializes in providing financial planning, portfolio management, pension consulting, and educational seminars.
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.
1
2
CT
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (STAMFORD CT)
NY
07/07/2010 - 06/05/2015
STERNE, AGEE & LEACH, INC. (NEW YORK NY)
CT
02/11/2008 - 04/30/2010
JEFFERIES & COMPANY, INC. (STAMFORD CT)
NY
04/07/2005 - 12/03/2007
HSBC SECURITIES (USA) INC. (NEW YORK NY)
TX
03/09/2001 - 03/21/2005
AMHERST SECURITIES GROUP, L.P. (AUSTIN TX)
NY
03/31/1990 - 09/07/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
06/21/1988 - 03/03/1990
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 12/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General 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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