Gregory Shemas
Gregory Shemas is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Toledo, OH, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6012 Renaissance Place, Suite A, Toledo, OH, 43623
Get directionsHistory
Regulatory History (1)
Criminal
November 2005Other Business Activities
Gregory is an owner of NWQ Wealth Partners, used for tax issues, and spends minimal time on it. He also serves as a board member for St Elias Church Endowment Committee, advising them on investments, and spends minimal time on this as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Prudential Securities IncorporatedBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.