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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 Paul D'esposito is an investment advisor representative with Cetera Investment Advisers LLC, based in Staten Island, New York. Greg has been in the securities industry since August 9, 2004. Before joining Cetera, Greg was previously registered with First Allied Securities, Inc., First Montauk Securities Corp., and Ashton-Clayton Financial Group, LLC. Greg specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Greg has a proven track record of providing investment advice to a wide range of clients, including individuals, businesses, and institutions.
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
10/10/2022 - Present
Cetera Investment Advisers LLC (STATEN ISLAND NY)
NY
12/09/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (STATEN ISLAND NY)
NY
05/12/2006 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (STATEN ISLAND NY)
NY
08/10/2004 - 06/02/2006
ASHTON-CLAYTON FINANCIAL GROUP, LLC (STATEN ISLAND NY)
BOTH
Issued 9/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/9/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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