Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Thomas Malin is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Gregory Malin has been working in the financial industry since 1999. Gregory Thomas Malin holds licenses for Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), Investment Company Products/Variable Contracts Representative Examination (Series 6), Futures Managed Funds Examination (Series 31), Uniform Securities Agent State Law Examination (Series 63), and Uniform Investment Adviser Law Examination (Series 65) . Gregory Thomas Malin has also worked at PRIMEVEST FINANCIAL SERVICES, INC., M&T SECURITIES, INC., and ALLFIRST BROKERAGE CORPORATION in the past.
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
PA
01/09/2024 - Present
Raymond James Financial Services Advisors, Inc. (CAMP HILL PA)
PA
08/27/2004 - 06/05/2008
PRIMEVEST FINANCIAL SERVICES, INC. (LEMOYNE PA)
MD
05/01/2003 - 06/14/2004
M&T SECURITIES, INC. (BALTIMORE MD)
MD
04/29/1999 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 12/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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