Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Garrett is a financial advisor with over 20 years of experience in the industry. Gregory is registered with Raymond James & Associates, Inc. and is licensed to provide investment advice in the state of Florida. Prior to joining Raymond James, Gregory has held positions at firms such as E*TRADE SECURITIES LLC, BROWNCO, LLC, H&R BLOCK FINANCIAL ADVISORS, INC. and DISCOVER BROKERAGE DIRECT, INC.. Gregory has a broad range of experience, including securities, options, and financial planning. Gregory is committed to providing clients with personalized financial advice that meets their individual needs.
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
FL
10/26/2009 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
02/10/2006 - 11/29/2007
E*TRADE SECURITIES LLC (TAMPA FL)
MA
04/24/2002 - 05/08/2006
BROWNCO, LLC (BOSTON MA)
MI
07/11/2000 - 09/21/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
CA
08/11/1997 - 10/23/1998
DISCOVER BROKERAGE DIRECT, INC. (SAN FRANCISCO CA)
BC
Issued 08/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/18/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1997
Series 7 - General Securities Representative Examination
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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