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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 Barishman is an investment advisor representative with Cetera Investment Advisers LLC. Greg has been in the financial services industry since July 27, 1983, with experience at firms such as J.P. Turner & Company, L.L.C., Global Capital Securities Corporation, and First Montauk Securities Corp. Greg holds the Series 7, Series 24, and Series 63 licenses, and the SIE exam.
LIDO BEACH, NY
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
NY
03/21/2024 - Present
Cetera Investment Advisers LLC (LIDO BEACH NY)
GA
03/27/2002 - 07/18/2005
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
CO
01/02/2001 - 03/26/2002
GLOBAL CAPITAL SECURITIES CORPORATION (ENGLEWOOD CO)
NY
06/25/1997 - 01/02/2001
GLOBAL CAPITAL MARKETS, LLC (MELVILLE NY)
NJ
02/07/1997 - 06/25/1997
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
CA
10/27/1995 - 02/10/1997
TOLUCA PACIFIC SECURITIES CORP. (BURBANK CA)
NY
10/02/1992 - 11/01/1995
GREENWAY CAPITAL CORP. (NEW YORK CITY NY)
AZ
03/02/1992 - 10/02/1992
NORCROSS SECURITIES, INC. (PHOENIX AZ)
NA
02/27/1991 - 02/28/1992
CENPAC SECURITIES CORP.
NA
02/22/1990 - 03/06/1991
FINANCIAL EQUITIES RESOURCES, INC.
NA
10/21/1988 - 03/05/1990
BAILEY, MARTIN & APPEL, INC.
NA
07/08/1988 - 10/24/1988
R.C. STAMM & CO., INC.
NA
03/11/1988 - 07/27/1988
PARAGON CAPITAL CORPORATION
NA
09/21/1987 - 05/03/1988
BEURET & COMPANY, LTD.
NA
01/19/1987 - 09/24/1987
PRESCOTT, BALL & TURBEN, INC.
NA
04/17/1985 - 06/19/1986
ROONEY, PACE INC.
NA
08/16/1984 - 04/26/1985
D. H. BLAIR & CO., INC.
NA
05/13/1983 - 08/13/1984
MOORE & SCHLEY, CAMERON & CO.
NA
12/02/1981 - 03/18/1982
SHEARSON LOEB RHOADES INC.
NA
10/29/1981 - 12/09/1981
OPPENHEIMER & CO., INC.
BC
Issued 1/13/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/28/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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