Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Melanson is an investment advisor representative who has been in the industry since 2004. Gregory is registered with J.P. Morgan Securities LLC and has been with the firm since 2021. Gregory has a strong background in financial services, having worked for several firms, including PFS Investments Inc. and MAK Chemical Inc.. Gregory is a Series 6, 63, 65 and 26 licensed advisor representative and is committed to providing his clients with personalized financial advice. Gregory focuses on helping individuals and families meet 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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
07/26/2021 - Present
J.p. Morgan Securities LLC (Wesley Chapel FL)
FL
05/20/2019 - 06/01/2021
PFS INVESTMENTS INC. (LAND O' LAKES FL)
FL
01/25/2013 - 12/31/2018
PFS INVESTMENTS INC. (BONITA SPRINGS FL)
NJ
03/22/2012 - 12/31/2012
PFS INVESTMENTS INC. (ENGLEWOOD CLIFFS NJ)
NJ
05/03/2004 - 03/13/2012
PFS INVESTMENTS INC. (ENGLEWOOD CLIFFS NJ)
IA
Issued 08/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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