Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Matzelle is a financial advisor with Raymond James Financial Services Advisors, Inc. Gregory has been in the industry since 1993. Gregory is registered with FINRA and is licensed in 28 states. Gregory has extensive experience in providing financial advice and investment management services to individuals, families, businesses, and institutional clients. Gregory's specialties include financial planning, portfolio management, and retirement planning. Gregory has a commitment to providing personalized and comprehensive financial services to meet the unique needs of each client.
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
NY
02/04/2022 - Present
Raymond James Financial Services Advisors, Inc. (Garden City NY)
NY
03/20/2009 - 04/18/2019
JANNEY MONTGOMERY SCOTT LLC (GARDEN CITY NY)
NY
01/01/2008 - 03/23/2009
WACHOVIA SECURITIES, LLC (GARDEN CITY NY)
NY
12/01/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GARDEN CITY NY)
NY
06/02/1993 - 12/08/1994
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NA
04/28/1993 - 05/18/1993
J. GREGORY & COMPANY, INC.
BC
Issued 05/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/14/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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