Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Gonyo is a financial advisor with Steward Partners Investment Advisory, LLC. Jeffrey is a seasoned professional with over 28 years of experience in the financial services industry. Jeffrey is registered with FINRA and is also a registered investment advisor in Florida. Jeffrey has earned several industry designations and holds licenses in multiple states. Jeffrey’s experience includes a variety of financial planning services and investment advisory products.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
FL
12/16/2019 - Present
Steward Partners Investment Advisory, LLC (Clearwater FL)
FL
05/28/2014 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
MD
06/01/2009 - 06/02/2014
MORGAN STANLEY (ROCKVILLE MD)
MD
07/03/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
NY
08/13/1993 - 07/08/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 5/4/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/12/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/29/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 8/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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