Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Powell has been in the financial industry since 1981. Gregory is currently registered as a broker with Janney Montgomery Scott LLC and is licensed to provide investment advice in Delaware, District of Columbia, and Texas. Gregory has a wide range of experience, having previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Dean Witter Reynolds Inc. Gregory provides financial planning services to individuals, businesses, pension plans, and charitable organizations.
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.
Fee plus commission
1
2
DE
06/03/2019 - Present
Janney Montgomery Scott LLC (Greenville DE)
DE
07/05/1994 - 06/04/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)
NY
10/08/1981 - 07/25/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/13/1994 - 07/05/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/23/1981 - 10/12/1981
D. H. WALLACH, INC.
IA
Issued 04/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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