Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kenneth Stark is a financial advisor with over 25 years of experience in the industry. He currently works with Raymond James Financial Services Advisors, Inc. based in Scottsdale, Arizona. Gregory has a strong background in providing financial advice to individuals, businesses, and institutions. He is a Certified Financial Planner and holds a variety of licenses and registrations, including Series 6, 7, 24, 63, and 65. Gregory has worked with several firms in his career, including Cambridge Investment Research and BANCWEST INVESTMENT SERVICES, INC.
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
AZ
01/26/2021 - Present
Raymond James Financial Services Advisors, Inc. (Scottsdale AZ)
AZ
05/19/2008 - 04/29/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (SCOTTSDALE AZ)
AZ
05/17/2006 - 05/27/2008
BANCWEST INVESTMENT SERVICES, INC. (TOLLESON AZ)
AZ
01/08/2001 - 05/17/2006
PRIMEVEST FINANCIAL SERVICES, INC. (TOLLESON AZ)
NJ
05/11/1992 - 05/19/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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