Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Steiger is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Gregory has over 20 years of experience in the financial services industry. Gregory has been in the securities industry since 1996. Gregory holds FINRA Series 7, 31, and 63 licenses, as well as a Series 65 license to provide investment advisory services. Gregory has been a registered investment advisor since 1996.
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
WA
02/03/2023 - Present
Raymond James Financial Services Advisors, Inc. (Port Orchard WA)
WA
01/24/2000 - 04/14/2021
RBC CAPITAL MARKETS, LLC (Tacoma WA)
NY
03/02/1998 - 05/10/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
10/30/1996 - 03/02/1998
DAIN RAUSCHER INCORPORATED
IA
Issued 11/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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