Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Robert Casten is a financial advisor with Raymond James & Associates, Inc. in Cranberry Township, Pennsylvania. Gregory has been a financial advisor since 1989, and has worked at Raymond James & Associates since 2015. Prior to that, Gregory was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Gregory is registered to provide investment advisory services in Pennsylvania and Texas. He offers a variety of financial planning services, including portfolio management, financial planning, pension consulting, and educational seminars. Gregory is committed to providing personalized financial advice to help clients achieve their financial goals.
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
PA
11/12/2015 - Present
Raymond James & Associates, Inc. (CRANBERRY TOWNSHIP PA)
PA
11/09/1994 - 11/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
NY
12/19/1989 - 10/07/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/16/1989
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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