Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Hartman is a financial advisor with Raymond James Financial Services Advisors, Inc. Gregory is a registered investment advisor (IA) and holds a Series 7 and Series 63 license. Gregory has been in the financial industry since 2003 and has been with Raymond James since 2009. Gregory holds a Bachelor of Science degree in Accounting from Penn State University. Gregory is a member of the Mechanicsburg Chamber of Commerce and the Pennsylvania Institute of Certified Public Accountants. Gregory is a dedicated professional who is committed to helping his clients achieve their financial goals. Gregory offers a wide range of financial services, including investment management, financial planning, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (MECHANICSBURG PA)
FL
02/13/2003 - 10/10/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 07/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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