Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory McGuire is a financial advisor at Raymond James Financial Services Advisors, Inc. in Chattanooga, Tennessee. Gregory has over 29 years of experience in the financial services industry. Gregory is registered to provide investment advisory services in Tennessee, Alabama, Florida, Georgia, Kentucky, Massachusetts, Mississippi, New Mexico, South Carolina, Washington and is also registered with FINRA. Gregory has earned the Series 3, 7, 24, 63, and 66 licenses. Gregory also provides independent insurance brokerage services and is an associate/employee of SmartBank.
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
TN
11/06/2014 - Present
Raymond James Financial Services Advisors, Inc. (CHATTANOOGA TN)
TN
02/13/2013 - 11/05/2014
RAYMOND JAMES & ASSOCIATES, INC. (CHATTANOOGA TN)
TN
12/11/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CHATTANOOGA TN)
TN
12/19/2003 - 12/15/2006
SECURITIES AMERICA, INC. (CHATTANOOGA TN)
MA
05/22/2003 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
FL
02/05/2002 - 05/06/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
12/01/1995 - 02/08/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
05/23/1989 - 02/01/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 08/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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