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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Thomas Maleri is a financial advisor who has been in the industry since 2001. Gregg is currently registered with Ameriprise Financial Services, LLC and has been with them since November of 2017. Prior to Ameriprise, Gregg worked for MML Investors Services, LLC, MSI Financial Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc, American Express Financial Advisors Inc, and IDS Life Insurance Company. Gregg is licensed to provide investment advice in 23 states including Arizona, California, Colorado, Connecticut, Florida, Illinois, Kentucky, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, and Wisconsin. Gregg holds a Certified Financial Planner designation. Gregg’s firm, Ameriprise Financial Services, LLC, offers a variety of financial products and services to individuals, families, and businesses.
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.
Asset allocation services
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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2
CT
07/26/2024 - Present
Ameriprise Financial Services, LLC (HARTFORD CT)
CT
03/25/2017 - 11/10/2017
MML INVESTORS SERVICES, LLC (GLASTONBURY CT)
CT
04/17/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GLASTONBURY CT)
CT
01/06/2009 - 04/21/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON CT)
CT
02/15/2005 - 01/15/2009
CITIGROUP GLOBAL MARKETS INC. (HARTFORD CT)
MN
08/20/1999 - 02/04/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/20/1999 - 02/04/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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