Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Jacobs is a financial advisor with over 28 years of experience in the industry. Gregory is a registered representative of Voya Financial Advisors, Inc. Gregory has a Series 63, Series 65 and Series 7 license and is registered to provide investment advice in 25 states. Gregory has previously worked at ING Financial Advisors, LLC, Gunnallen Financial, Inc, First Montauk Securities Corp., Raymond James Financial Services, Inc., and Penn Capital Financial Services, Inc.. Gregory is a member of the Board of Directors of the Pittsburgh Field Club.
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.
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.
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2
PA
08/22/2013 - Present
Voya Financial Advisors, Inc. (PITTSBURGH PA)
PA
08/11/2004 - 12/31/2010
ING FINANCIAL ADVISERS, LLC (PITTSBURGH PA)
PA
03/05/2003 - 08/09/2006
GUNNALLEN FINANCIAL, INC (PITTSBURG PA)
NJ
04/16/1999 - 03/07/2003
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
FL
11/03/1995 - 04/26/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
PA
05/22/1995 - 10/27/1995
PENN CAPITAL FINANCIAL SERVICES, INC. (PITTSBURGH PA)
NY
06/06/1994 - 02/27/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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