Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Gregory Grevey is a financial advisor with over 30 years of experience in the industry. Norman is currently registered with Private Advisor Group, LLC in Ohio. Norman has previously worked at various firms including Securities America, Inc., Fifth Third Securities, Inc., Citigroup Global Markets Inc. and Lehman Brothers Inc. Norman holds a Series 3, Series 7, Series 63 and Series 66 license. Norman provides investment advisory services through Private Advisor Group, an independent investment advisor firm.
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.
Solicitation/referral
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/referral fees
1
2
OH
02/06/2024 - Present
Private Advisor Group, LLC (Springboro OH)
OH
07/25/2007 - 07/15/2011
SECURITIES AMERICA, INC. (SPRINGBORO OH)
OH
01/30/2004 - 07/27/2007
FIFTH THIRD SECURITIES, INC. (OAKWOOD OH)
NY
07/31/1993 - 02/05/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/27/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 05/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1991
Series 3 - National Commodity Futures Examination
BC
Issued 09/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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