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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Shawn Gregory is an investment advisor representative at Fidelity Personal and Workplace Advisors, having joined the firm in July 2018. Prior to joining Fidelity Personal and Workplace Advisors, Robert Shawn Gregory worked at Fidelity Brokerage Services LLC in Jacksonville, FL. Robert Shawn Gregory has been in the securities industry since January 2008, working as an investment advisor representative for various firms. Robert Shawn Gregory has a strong background in investment advisory services, including financial planning and portfolio management for businesses and individuals. He holds the Series 6, 7, 63 and 65 licenses. Robert Shawn Gregory is a registered investment advisor in Florida and Texas.
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.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
FL
03/12/2008 - 04/15/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
09/05/2007 - 11/05/2007
WACHOVIA SECURITIES, LLC (JACKSONVILLE FL)
IA
Issued 05/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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