Unclaimed
Gregg Albert Libutti is an active investment advisor representative with Lincoln Investment in Tiverton, RI. Gregg has been in the financial services industry since 1990 and has extensive experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Gregg specializes in providing financial planning, portfolio management, and selection of other advisors. Previously, Gregg was a financial advisor with Valic Financial Advisors, Inc. in Nashua, NH, and MetLife Securities Inc. in Wallingford, CT.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
RI
10/03/2023 - Present
Lincoln Investment (Tiverton RI)
NH
08/17/2007 - 10/18/2023
VALIC FINANCIAL ADVISORS, INC. (NASHUA NH)
CT
11/28/2005 - 08/23/2007
METLIFE SECURITIES INC. (WALLINGFORD CT)
CT
11/28/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WALLINGFORD CT)
CT
09/30/1998 - 12/31/2005
CITISTREET EQUITIES LLC (WALLINGFORD CT)
OH
07/01/1996 - 09/11/1998
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
08/05/1993 - 07/01/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
SC
01/03/1991 - 08/09/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
02/13/1990 - 12/31/1990
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
IA
Issued 02/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/31/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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