Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Padilla is a financial advisor at Mercer Global Advisors Inc. He is a Certified Financial Planner and has been in the industry for over 30 years. Gregg has experience in the investment advisory industry, having worked for both Commonwealth Financial Network and MML Investors Services, Inc. in the past. Gregg specializes in providing portfolio management for both individuals and businesses, financial planning, and trust services.
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.
Trust services, estate planning, tax return preparation, consultation
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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CO
02/07/2025 - Present
Mercer Global Advisors Inc. (DENVER CO)
MA
02/28/1997 - 12/31/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
12/11/1992 - 02/28/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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