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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Baird is an active investment advisor representative and a registered representative. Gregory has been in the financial industry since 1989. Gregory currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. Gregory is a registered principal and has passed a number of securities exams, including the Series 63, 65, 7, 8, 9, 10, 24, 4, 52TO, and 53. Gregory has a large number of approved state registrations and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Gregory provides a variety of services to clients, including portfolio management, performance measurement reports, allocation modeling, investment policy statements, research reports and services, and selection of other advisors. Previously, Gregory was a registered representative at BANC OF AMERICA INVESTMENT SERVICES, INC. and BARNETT INVESTMENTS, INC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
07/12/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ORLANDO FL)
FL
04/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CELEBRATION FL)
FL
10/06/1997 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
RI
10/02/1989 - 08/07/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
08/25/1988 - 06/08/1989
HIBBARD BROWN & CO., INC.
IA
Issued 07/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/08/1998
Series 4 - Registered Options Principal Examination
BC
Issued 01/28/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 09/07/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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