Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Knott is an investment advisor with Edward Jones. Gregory has over 10 years of experience in the financial services industry and has a strong understanding of a variety of investment products and strategies. He is dedicated to helping his clients achieve their financial goals and provides them with personalized advice and guidance. Gregory is committed to building long-lasting relationships with his clients and working with them to create a comprehensive financial plan that meets their unique needs. Gregory has experience with various clients, including individuals, families, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WA
04/09/2024 - Present
Edward Jones (SNOHOMISH WA)
WA
01/27/2017 - 04/08/2024
THRIVENT INVESTMENT MANAGEMENT INC. (KIRKLAND WA)
WA
10/22/2014 - 01/23/2017
COUNTRY CAPITAL MANAGEMENT COMPANY (BOTHELL WA)
IA
Issued 09/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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