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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Wadsworth Edwards is a financial advisor with over 35 years of experience in the industry. Gregory Edwards is currently registered with Ameritas Advisory Services, LLC and is licensed to provide investment advice in Florida and Texas. Gregory Edwards has a broad range of experience in the financial services industry, including experience with Ameritas Investment Corp., Ameritas Life Insurance, Lawless, Edwards, and Warren LLC and Alliant Group. Gregory Edwards has also been involved in various other business ventures, including serving as a trustee for The MFK Trust I. Gregory Edwards holds Series 6, 7, 22, 24, 51, 63, and 65 licenses and has been recognized for specialization in areas such as retirement planning, college savings, estate planning, insurance, and business planning.
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
1
2
FL
11/01/2021 - Present
Ameritas Advisory Services, LLC (Boca Raton FL)
MD
11/15/1995 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
NJ
06/15/1994 - 11/21/1995
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
PA
02/04/1987 - 06/16/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 09/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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