Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stafford? Claim Your ProfileStafford Gregory is a financial advisor with over 40 years of experience in the industry. Stafford has been registered with Benjamin F. Edwards & Company, Inc. since June 2023 and has previously worked with WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC.. Stafford's expertise includes investment management, financial planning, and pension consulting. Stafford holds Series 7, Series 9, Series 10, and Series 63 licenses and has completed the Securities Industry Essentials (SIE) exam.
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.
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
AL
06/15/2023 - Present
Benjamin F. Edwards & Company, Inc. (Dothan AL)
AL
01/01/2008 - 06/29/2023
WELLS FARGO CLEARING SERVICES, LLC (DOTHAN AL)
AL
12/11/1981 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DOTHAN AL)
BC
Issued 01/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/02/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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