Unclaimed
Gregg Alexander Biro is an investment advisor representative associated with Hightower Advisors, LLC. Gregg has been in the industry since 2005. Prior to joining Hightower Advisors, Gregg has experience with Wells Fargo Advisors, LLC and Sanford C. Bernstein & Co., LLC. Gregg specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Gregg is also licensed to provide treasury management services for corporate clients. He holds the Series 7, 31, 65, and 66 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.
Guidance on pension options to ensure a secure financial future.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
01/24/2024 - Present
Hightower Advisors, LLC (CHICAGO IL)
FL
02/27/2009 - 05/27/2010
WELLS FARGO ADVISORS, LLC (ORLANDO FL)
FL
05/20/2005 - 11/10/2008
SANFORD C. BERNSTEIN & CO., LLC (TAMPA FL)
IA
Issued 08/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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