Unclaimed
Gregory Richard Huck is a financial advisor with Raymond James & Associates, Inc. Gregory has been in the industry since 1994 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Gregory specializes in providing financial guidance to individuals, businesses, pension plans, insurance companies, and charitable organizations. Gregory has experience working at Morgan Stanley DW Inc. and A. G. Edwards & Sons, Inc. before joining Raymond James & Associates, Inc. Gregory holds a Series 7, 63, 31, and 65 licenses, as well as the SIE. Gregory is a licensed investment advisor in multiple states.
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.
Please see note in schedule d - miscellaneous
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
IL
08/08/2008 - Present
Raymond James & Associates, Inc. (Decatur IL)
NY
03/18/1997 - 04/24/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
03/28/1994 - 03/17/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 04/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 03/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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