Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Guinta is a financial advisor with over 20 years of experience in the financial services industry. Gregg is a Registered Representative and Investment Advisor Representative, and holds several licenses and designations. Gregg is affiliated with Accurate Wealth Management, LLC, and provides a range of financial services to individuals and families. Gregg's services include financial planning, investment management, and retirement planning. He is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
05/19/2020 - Present
Accurate Wealth Management, LLC (Aventura FL)
FL
02/08/2006 - 04/25/2007
GUNNALLEN FINANCIAL, INC (SARASOTA FL)
RI
07/09/2001 - 02/06/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
05/11/1999 - 07/10/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 02/01/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2020
Series 24 - General Securities Principal Examination
BC
Issued 11/09/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/04/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2020
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregg Guinta is the right advisor for you? Invested Better is here to help.
