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Gregg Boniello

National Financial Services LLC

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About Gregg Boniello

Gregg Boniello is a financial professional with over 10 years of experience in the industry. Currently registered with National Financial Services LLC, Gregg has previously held positions at UBS Securities LLC and UBS Financial Services Inc. Gregg holds the Series 99 Operations Professional Examination and the Securities Industry Essentials Examination.

Firm Information

Gregg Boniello is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gregg Boniello’s Registration & Firm History

NJ

01/22/2016 - Present

National Financial Services LLC (JERSEY CITY NJ)

NJ

07/16/2015 - 12/14/2015

UBS SECURITIES LLC (WEEHAWKEN NJ)

NJ

05/11/2012 - 12/14/2015

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregg Boniello.
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