Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Morabito is a financial advisor associated with Lifemark Securities Corp. in Pearl River, NY. Greg has been a registered representative in the securities industry since 1989. Greg holds several professional designations including Series 6, 7, 26 and 63 licenses. Greg specializes in financial planning, portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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
NY
11/30/2018 - Present
Lifemark Securities Corp. (Pearl River NY)
NJ
01/03/2012 - 12/05/2018
FORESTERS EQUITY SERVICES, INC. (MARLTON NJ)
NJ
08/11/2010 - 12/31/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (TEANECK NJ)
NY
05/03/2007 - 08/28/2008
ALLIANZ LIFE FINANCIAL SERVICES, LLC (NEW YORK NY)
MN
12/01/2006 - 04/18/2007
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
07/27/2006 - 12/01/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NY
03/02/2004 - 05/31/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
03/20/1989 - 02/27/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/20/1989 - 02/27/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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