Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg William Lapenta is a financial advisor who has been in the industry since May 2002. He currently works for Cetera Investment Advisers LLC. Gregg has experience at CUNA Brokerage Services, Inc. and AXA Advisors, LLC. Gregg is registered in several states, including Nevada, Texas, Arizona, California, Colorado, Connecticut, Idaho, Iowa, Maine, Michigan, Minnesota, New Mexico, North Carolina, Oregon, Tennessee, Utah, Washington, and Wisconsin. Gregg specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for businesses and individuals. Gregg also sells life, health, disability, annuities, and long-term care insurance.
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.
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
NV
06/29/2023 - Present
Cetera Investment Advisers LLC (RENO NV)
NV
04/15/2004 - 04/03/2018
CUNA BROKERAGE SERVICES, INC. (CARSON CITY NV)
NY
05/06/2002 - 04/09/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 5/9/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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