Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Joseph Davis is a financial advisor with over 30 years of experience in the financial industry. Gregory is registered as an investment advisor representative in California and Texas. Gregory has been with Raymond James Financial Services Advisors, Inc. since 2009. He is a licensed Certified Public Accountant (CPA). Gregory is a partner in Haskell & Davis, CPA.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
03/17/2021 - Present
Raymond James Financial Services Advisors, Inc. (WOODLAND HILLS CA)
MN
08/04/1989 - 12/01/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/04/1989 - 12/01/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
05/21/1987 - 08/17/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 09/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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