Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Ajello is a registered investment advisor representative at Morgan Stanley. Gregory has been working in the financial services industry since 2018 and has passed both the Series 63 and Series 65 exams. Gregory's employment history includes positions with Bank of America Merrill Lynch, North Hempstead Country Club, Strathmore Vanderbilt Country Club, Villanova University, Kellenberg Memorial High School, Sands Point Golf Club and Michael Page / Morgan Stanley. Gregory's registrations are active in New York and Texas. Morgan Stanley has a strong track record with client types that include high net worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit sharing plans, and corporations or other 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
10/28/2024 - Present
Morgan Stanley (New York NY)
Active
Inactive
Not sure Gregory Ajello is the right advisor for you? Invested Better is here to help.
