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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Craig Gonyo is an investment advisor representative with Steward Partners Investment Advisory, LLC. Jeffrey Craig Gonyo has been in the securities industry since August 12, 1993. Jeffrey Craig Gonyo is licensed to conduct business in 53 states. Jeffrey Craig Gonyo is also registered with FINRA and the SEC. Steward Partners Investment Advisory, LLC is an independent registered investment advisor (RIA) with offices in Clearwater, Tampa, FL and New York, NY. Steward Partners Investment Advisory, LLC is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
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.
1
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 05/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2004
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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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