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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Abusheery is a financial advisor at Fidelity Personal And Workplace Advisors. Greg has been in the industry since 1993 and holds a variety of licenses and certifications. Greg is registered with the state of Massachusetts, Rhode Island and Texas. Greg can provide a variety of services, including financial planning, educational seminars and selection of other advisors. Greg specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Greg is committed to helping clients achieve their financial goals.
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.
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2
MA
07/28/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTWOOD MA)
RI
12/12/2003 - 08/09/2021
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
MA
08/22/2000 - 11/05/2003
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
06/10/1993 - 08/17/2000
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
BOTH
Issued 01/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 05/25/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/03/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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