Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Phillip Row is an active financial advisor with Edward Jones. Gregory Row has been working in the financial industry since 1995. Gregory Row has been registered with Edward Jones since 2014 and has previously worked at firms including Comerica Securities, Prudential Annuities Distributors, Inc., Thrivent Investment Management Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, AXA Distributors, LLC, ING America Equities, Inc., Vestax Securities Corporation, and New England Securities. Gregory Row is registered with the state of Ohio and Florida. Gregory Row holds Series 7, 6, and 63 securities licenses, as well as a Series 65 investment advisory license. Gregory Row specializes in offering financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
09/13/2024 - Present
Edward Jones (OREGON OH)
MI
06/15/2015 - 04/28/2021
COMERICA SECURITIES (DETROIT MI)
OH
10/06/2014 - 06/10/2015
EDWARD JONES (TIFFIN OH)
CT
06/21/2006 - 10/10/2014
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
MN
04/15/2005 - 06/16/2006
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
02/22/2002 - 03/07/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/22/2002 - 03/07/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NC
02/09/2001 - 01/16/2002
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
PA
07/07/2000 - 12/31/2000
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
OH
03/24/2000 - 12/22/2000
VESTAX SECURITIES CORPORATION (HUDSON OH)
PA
05/17/2000 - 07/07/2000
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
NY
01/29/1999 - 02/22/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
01/06/1999 - 01/28/1999
NEW ENGLAND SECURITIES
NY
08/10/1994 - 12/31/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 11/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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