Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Gregory is an investment advisor representative, registered in Pennsylvania. Michelle has been in the securities industry since 1998. She is currently registered with Raymond James & Associates, Inc. and has been with the firm since 2015. Michelle has previously worked at MetLife Securities Inc., New England Securities and UBS Financial Services Inc.. Michelle is a licensed securities professional with several designations and specializations. Michelle Gregory has experience providing investment advice to individuals, businesses, corporations, high-net-worth individuals, and other investment advisers.
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
PA
08/04/2015 - Present
Raymond James & Associates, Inc. (Sewickley PA)
PA
12/19/2012 - 03/10/2015
METLIFE SECURITIES INC. (PITTSBURGH PA)
PA
10/29/2010 - 01/02/2015
NEW ENGLAND SECURITIES (PITTSBURGH PA)
PA
03/12/1998 - 06/03/2010
UBS FINANCIAL SERVICES INC. (ERIE PA)
BOTH
Issued 07/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/12/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2007
Series 3 - National Commodity Futures Examination
BC
Issued 03/11/1998
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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