Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grigori? Claim Your ProfileGrigori Lvov is an investment advisor representative with Raymond James & Associates, Inc. He has been in the industry for over 20 years and has a strong track record of success. Grigori is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7 and Series 66 license. He has worked with a variety of clients, including individuals, corporations, and charitable organizations. Grigori specializes in providing financial planning, investment management, and pension consulting services. He is committed to helping his clients achieve their financial goals.
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
09/17/2019 - Present
Raymond James & Associates, Inc. (Hackensack NJ)
NJ
10/25/2007 - 04/09/2018
WELLS FARGO CLEARING SERVICES, LLC (PARAMUS NJ)
NJ
04/30/2003 - 11/08/2007
RBC DAIN RAUSCHER INC. (WEST PATERSON NJ)
BOTH
Issued 05/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2003
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
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