Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Peter Wirthmann is a financial advisor with Stifel, Nicolaus & Company, Inc. Gregory has over 16 years of experience in the financial services industry. Gregory is registered with the state of Florida and New York, and holds Series 7, 24, 63, and 65 licenses. Gregory holds a Chartered Financial Analyst designation. Gregory's previous employers include First Empire Securities, Inc. and Olde & Co., Incorporated. Gregory specializes in working with individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (TALLAHASSEE FL)
NY
05/21/2010 - 03/15/2019
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NA
03/24/1986 - 04/19/1988
A. G. EDWARDS & SONS, INC.
NA
12/21/1983 - 01/10/1985
OLDE & CO., INCORPORATED
IA
Issued 08/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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