Unclaimed
Gregory Ordmandy is a financial advisor with Raymond James & Associates, Inc., with over 10 years of experience in the industry. Gregory has a Series 66, Series 7TO, and SIE license. Gregory is registered in 38 states as well as with FINRA. Gregory is a licensed investment advisor representative and registered representative. Gregory can provide investment advice and services to a wide range of clients, including individuals, businesses, and institutions. Gregory is also a licensed real estate agent in Florida.
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
FL
10/06/2022 - Present
Raymond James & Associates, Inc. (PORT CHARLOTTE FL)
BOTH
Issued 03/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2019
SIE - Securities Industry Essentials 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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