Unclaimed
Gregory Knight is an investment advisor representative with Regal Advisory Services, Inc. Gregory has been in the industry for 29 years. Gregory is registered with the state of Florida and Texas. Gregory has been with Regal Advisory Services, Inc. since 2007. Before that, Gregory was with Brookstreet Securities Corporation, Roan-Meyers Associates, LP, FAS Wealth Management Services, Inc., Corporate Securities Group, Inc., and Elisha & Elisha Brokerage and Research Co.. Gregory is a financial advisor with experience in providing financial planning and portfolio management services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
03/17/2016 - Present
Regal Advisory Services, Inc. (GLENVIEW IL)
FL
10/30/2002 - 07/12/2007
BROOKSTREET SECURITIES CORPORATION (MOUNT DORA FL)
NY
10/19/2001 - 10/31/2002
ROAN-MEYERS ASSOCIATES, LP (NEW YORK NY)
FL
06/24/1994 - 10/19/2001
FAS WEALTH MANAGEMENT SERVICES, INC. (SARASOTA FL)
MO
07/23/1993 - 07/05/1994
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
TX
06/10/1993 - 06/18/1993
ELISH & ELISH BROKERAGE AND RESEARCH CO. (FORT WORTH TX)
IA
Issued 07/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/19/1994
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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