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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 Liston is an investment advisor representative with J. W. Cole Advisors, Inc., located in Tampa, Florida. Gregory has been in the financial services industry since December 2008. Gregory John Liston is also registered in Kansas. Gregory has experience with a variety of clients including individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Gregory's primary focus is on providing portfolio management services for both individuals and businesses. Gregory also offers financial planning 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.
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.
Hourly & fixed rate consulting
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.
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2
FL
02/03/2025 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
WI
12/20/1999 - 10/20/2000
SII INVESTMENTS, INC. (APPLETON WI)
MO
10/16/1997 - 10/15/1999
EDWARD JONES (ST. LOUIS MO)
IA
Issued 11/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2012
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 10/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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