Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Williams has been in the industry since 1992. Gregory is a registered representative of Level Four Advisory Services, a firm based in DALLAS, TX. Gregory has been with Level Four Advisory Services since December 2021. Previously, Gregory worked at Raymond James Financial Services, Inc. in SARASOTA, FL. Gregory holds Series 63, Series 66 and Series 7 licenses. Gregory has passed the Securities Industry Essentials Exam. Gregory is registered in 16 states and has specializations in 1, 2, 3, 4, 5, and 6. Gregory is also a Senior Insurance Sales Agent for Personalized Service Insurance Agency in BRADENTON, FL. Gregory works with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. Gregory provides financial planning, pension consulting, portfolio management for individuals, portfolio management for businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
12/21/2021 - Present
Level Four Advisory Services (DALLAS TX)
FL
09/28/1992 - 02/21/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (SARASOTA FL)
BOTH
Issued 02/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Williams is the right advisor for you? Invested Better is here to help.
