Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lewis Stephens is a financial advisor with over 25 years of experience in the financial services industry. Gregory currently works as a Managing Director at Eudaimonia Partners, LLC and Kingswood Wealth Advisors, LLC. Gregory has been registered with the Securities and Exchange Commission (SEC) since 2009. Gregory is also registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 6, Series 7, Series 66, and SIE license. Gregory holds a wide range of licenses and registrations in multiple states, including California, Georgia, Texas, Alabama, Arizona, Florida, Indiana, Ohio, and Oregon. Gregory specializes in providing investment advisory services to individuals, corporations, and charitable organizations. Gregory provides a range of services, including financial planning, portfolio management, and pension consulting. Gregory is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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2
GA
09/15/2016 - Present
Eudaimonia Partners, LLC (Snellville GA)
GA
12/10/2010 - 09/14/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ATHENS GA)
OH
06/01/2009 - 12/21/2010
MORGAN STANLEY SMITH BARNEY (CLEVELAND OH)
OH
10/21/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLEVELAND OH)
OH
05/14/1999 - 11/03/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
05/13/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
IL
06/30/1997 - 03/27/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
02/28/1994 - 12/31/1994
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 06/02/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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