Unclaimed
Gregory Lynn Street is a financial advisor with over 19 years of experience in the industry. Gregory currently works at Raymond James & Associates, Inc., based in Memphis, Tennessee. Prior to joining Raymond James & Associates, Inc., Gregory was employed with RAYMOND JAMES INSURANCE GROUP, INC., and MORGAN KEEGAN & COMPANY, INC.. Gregory is registered to offer securities and investment advisory services in Tennessee and Florida. Gregory Street holds the Series 7, Series 99, Series 79, and SIE licenses and is registered with FINRA.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TN
09/25/2018 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
FL
02/01/2016 - 10/31/2018
RAYMOND JAMES INSURANCE GROUP, INC. (ST. PETERSBURG FL)
TN
02/13/2013 - 12/31/2015
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
05/25/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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