Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory T. Sardzinski is a financial advisor at Raymond James & Associates, Inc. located in Greensboro, NC. Gregory has been in the industry since 2001 and holds a variety of licenses and registrations including Series 65, 63, 4, 53, 24, 52TO, SIE and 7. Gregory is licensed to provide advisory services in multiple states and provides financial planning and portfolio management services to individuals, businesses and institutions. Gregory's previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC of AMERICA INVESTMENT SERVICES, 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.
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.
Please see note in schedule d - miscellaneous
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
NC
03/22/2023 - Present
Raymond James & Associates, Inc. (GREENSBORO NC)
NC
03/23/2007 - 03/27/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)
NC
03/02/2001 - 03/27/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (GREENSBORO NC)
IA
Issued 12/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2024
Series 4 - Registered Options Principal Examination
BC
Issued 05/01/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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