Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Cataldo is a financial advisor who is registered with the Securities and Exchange Commission (SEC) and is a registered representative of Equitable Advisors, LLC. Greg is a registered investment advisor in New Mexico and Texas. Greg has been in the financial industry since 2023 and has worked with several firms, including Equitable Advisors, LLC, The Cataldo Agency and Broken Earth Winery. Greg is a Series 7TO, Series 63, and Series 65 licensed professional. Greg provides financial planning, pension consulting, and portfolio management services to individuals and businesses. He also provides educational seminars on financial topics.
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
TX
01/12/2024 - Present
Equitable Advisors, LLC (AUSTIN TX)
IA
Issued 01/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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