Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Voccio is an investment advisor representative who has been in the industry since 1996. Greg is registered with Fidelity Personal And Workplace Advisors. Greg's registration status is active in Rhode Island and Texas. Greg also holds a Series 7, Series 9, Series 10, Series 24 and Series 63 licenses.
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
RI
09/10/2024 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
RI
05/21/2021 - 07/14/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
RI
05/23/2018 - 07/28/2020
CITIZENS SECURITIES, INC. (WARREN RI)
RI
07/13/2015 - 05/23/2018
ROYAL ALLIANCE ASSOCIATES, INC. (CRANSTON RI)
MA
10/23/2009 - 06/01/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HYANNIS MA)
MA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
06/03/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
02/04/2004 - 06/02/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/29/2002 - 01/29/2004
QUICK & REILLY, INC. (NEW YORK NY)
SC
06/29/2001 - 03/26/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
02/14/1998 - 03/22/2001
QUICK & REILLY, INC. (NEW YORK NY)
NY
10/14/1997 - 02/14/1998
FLEET BROKERAGE SECURITIES, INC. (NEW YORK NY)
RI
06/07/1996 - 10/01/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MO
09/13/1995 - 02/22/1996
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NY
08/31/1995 - 09/13/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 02/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/10/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2010
Series 3 - National Commodity Futures Examination
BC
Issued 08/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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