Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Kleinman is a financial advisor with Global Wealth Management Investment Advisory, Inc., a firm headquartered in Fort Lauderdale, FL. Gregg is a Certified Financial Planner. He has been a registered investment advisor since 2022, with previous experience at Madison Avenue Securities, LLC and Morgan Stanley. Gregg focuses on providing financial planning, educational seminars and portfolio management services to individuals. He is also experienced in selecting other advisors for clients.
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.
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.
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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FL
08/17/2022 - Present
Global Wealth Management Investment Advisory, Inc. (FORT LAUDERDALE FL)
FL
04/26/2022 - 12/08/2023
MADISON AVENUE SECURITIES, LLC (Fort Lauderdale FL)
FL
06/01/2009 - 06/07/2021
MORGAN STANLEY (BOCA RATON FL)
FL
12/18/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NY
06/08/2004 - 08/30/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
BOTH
Issued 01/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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