Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kershner is an investment advisor representative with over 13 years of experience in the financial services industry. Gregory currently works at Raymond James & Associates, Inc. in Chicago, Illinois and has been with this firm since November 2014. Gregory has been a registered representative in Georgia, Illinois, and Texas. Gregory's previous employers include RAYMOND JAMES FINANCIAL SERVICES, INC., ZONE TRADING PARTNERS, LLC and PROTRADER SECURITIES CORPORATION. Gregory holds a variety of licenses and certifications, including Series 63, 66, 7, 9, 10, and SIE. Gregory has been a registered investment advisor representative since 2009.
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
IL
09/01/2016 - Present
Raymond James & Associates, Inc. (Chicago IL)
NC
03/30/2011 - 03/31/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (ASHEVILLE NC)
TX
03/27/2009 - 09/24/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
07/20/2000 - 10/03/2001
ZONE TRADING PARTNERS, LLC (AUSTIN TX)
TX
04/28/2000 - 09/27/2001
PROTRADER SECURITIES CORPORATION (AUSTIN TX)
BC
Issued 04/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2000
Series 55 - Limited Representative-Equity Trader Exam
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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