Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lynn Davis is a financial professional with over 20 years of experience in the financial services industry. Gregory has a Series 6, 63, and SIE license and holds a Uniform Investment Adviser Law Examination (Series 65) license. Currently, Gregory is registered with Trustmont Financial Group, Inc. in Pennsylvania and West Virginia. Previously, Gregory was registered with Woodbury Financial Services, Inc. and NYLIFE Securities Inc. Gregory is dedicated to providing clients with comprehensive financial planning services.
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.
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.
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2
PA
10/02/2009 - Present
Trustmont Financial Group, Inc. (GREENSBURG PA)
PA
01/17/2006 - 10/05/2009
WOODBURY FINANCIAL SERVICES, INC. (WILLIAMSPORT PA)
NY
06/22/1999 - 02/02/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 08/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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