Unclaimed
Greg Castelnuovo Tedesco is a financial advisor at Western International Securities, Inc. Greg has been in the financial services industry since 2002. Greg has a Series 7, Series 63, and Series 65 license. Greg is registered to provide investment advice in California, New Jersey, Oregon, and Pennsylvania.
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.
1
2
CA
07/31/2024 - Present
Western International Securities, Inc. (Woodland Hills CA)
CA
04/07/2010 - 08/21/2017
FINANCIAL WEST GROUP (LOS ANGELES CA)
CA
02/25/2005 - 03/30/2010
GUNNALLEN FINANCIAL, INC (SANTA MONICA CA)
GA
09/29/2004 - 03/04/2005
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NJ
07/19/2002 - 10/01/2004
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
IA
Issued 07/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Greg Tedesco is the right advisor for you? Invested Better is here to help.