Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Toy is a financial advisor with Avantax Advisory Services. Gregory has been in the industry since 2010 and has held previous roles at firms including 1st Global Capital Corp., J.P. Morgan Securities LLC, Fidelity Brokerage Services LLC, TD Ameritrade Clearing, Inc., TD Ameritrade, Inc., and AXA Advisors, LLC. Gregory holds Series 7 and Series 66 licenses, and is registered to provide investment advice in Texas. Gregory has a strong background in financial planning, portfolio management, and pension consulting. In addition to working as a financial advisor, Gregory also drives for Uber in his spare time.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (IRVING TX)
TX
06/07/2016 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NY
11/03/2014 - 06/08/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
TX
05/14/2012 - 08/20/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
09/10/2010 - 12/12/2011
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
TX
12/02/2008 - 09/10/2010
TD AMERITRADE, INC. (FORT WORTH TX)
TX
09/01/2008 - 10/23/2008
AXA ADVISORS, LLC (PLANO TX)
BOTH
Issued 09/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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