Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Samuel Massey is an investment advisor representative with Stifel, Nicolaus & Company, Inc. Gregory has been working in the financial services industry since 1994. He has a strong background in financial planning and portfolio management. Gregory is registered to provide investment advice in Georgia and Texas.
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.
1
2
GA
06/21/2024 - Present
Stifel, Nicolaus & Company, Inc. (AUGUSTA GA)
GA
01/29/2003 - 12/20/2013
WELLS FARGO ADVISORS, LLC (AUGUSTA GA)
MO
06/15/2002 - 01/27/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
06/04/1997 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NY
03/14/1994 - 05/13/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
03/14/1994 - 05/13/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gregory Massey is the right advisor for you? Invested Better is here to help.
