Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Scott Weggeman is a financial advisor with Raymond James Financial Services Advisors, Inc. Gregory has been in the financial industry since 1978 and has worked with Wells Fargo Advisors, LLC and Blunt Ellis & Loewi Incorporated. Gregory specializes in working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit sharing plans, banking or thrift institutions, and insurance companies. Gregory offers financial planning, portfolio management, selection of other advisors, educational seminars, and hourly and fixed rate consultations. Gregory is registered in several states, including Illinois, Texas, and Wisconsin, and is a Certified Financial Planner. Gregory is a partner in GPG Holdings LLC, which owns the building where the Sheboygan office of Raymond James is located.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
02/02/2016 - Present
Raymond James Financial Services Advisors, Inc. (SHEBOYGAN WI)
WI
09/04/1990 - 02/02/2016
WELLS FARGO ADVISORS, LLC (SHEBOYGAN WI)
NA
08/08/1978 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
05/30/1978 - 09/08/1978
WAYNE HUMMER & CO.
IA
Issued 12/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1983
Series 3 - National Commodity Futures Examination
BC
Issued 05/20/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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