Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Milazzo is a financial advisor registered with Raymond James & Associates, Inc.. Gregory has been in the industry since October 1998 and has held registrations with both Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gregory holds licenses for Series 7, 31, 66, and SIE exams. Gregory's firm, Raymond James & Associates, Inc., manages over $433 billion in assets. Gregory has been registered with Raymond James & Associates, Inc. since June 2021.
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
NJ
06/10/2021 - Present
Raymond James & Associates, Inc. (MORRISTOWN NJ)
NJ
02/20/2009 - 06/14/2021
WELLS FARGO CLEARING SERVICES, LLC (MORRISTOWN NJ)
NY
10/15/1998 - 02/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/01/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/1998
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
Not sure Gregory Milazzo is the right advisor for you? Invested Better is here to help.
