Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Savidge has been in the financial industry since 1998. Gregory is currently registered as an Investment Advisor Representative with Next Financial Group, Inc. and Capital Asset Management Group, Inc.. Gregory is also a licensed agent for selling fixed annuities, long-term care, and life insurance. Gregory is a member of the Jupiter Tennis Association and serves on the board of the Benajamin School. Gregory has a strong commitment to the community and is dedicated to providing his clients with personalized financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
FL
12/21/2023 - Present
Next Financial Group, Inc. (WEST PALM BEACH FL)
NY
08/23/2000 - 10/29/2001
STRATEGIC ASSETS INC. (MELVILLE NY)
NY
01/07/1997 - 09/23/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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