Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Shipper is a financial advisor with Raymond James Financial Services Advisors, Inc. Gregory has been in the industry since 1990. Gregory is licensed in Texas and has multiple professional designations. Gregory has held previous positions with Comerica Securities, Wells Fargo Advisors, LLC, Chase Investment Services Corp, Banc One Securities Corporation and Essex National Securities, 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
TX
01/31/2020 - Present
Raymond James Financial Services Advisors, Inc. (Beaumont TX)
TX
11/16/2009 - 03/02/2020
COMERICA SECURITIES (PLANO TX)
TX
07/13/2005 - 11/04/2009
WELLS FARGO ADVISORS, LLC (SPRING TX)
IL
07/06/2005 - 07/14/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
08/19/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
09/30/1999 - 06/27/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
07/30/1998 - 09/20/1999
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
CA
04/03/1992 - 05/07/1998
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
WI
05/07/1990 - 07/29/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 09/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/23/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/17/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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