Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Alfredo Chona is a financial professional with over 30 years of experience in the financial services industry. Gregory Chona is currently registered with Equitable Advisors, LLC and provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Prior to joining Equitable Advisors, LLC, Gregory Chona has been affiliated with a number of financial institutions, including Ameriprise Financial Services, LLC, LPL Financial LLC, MetLife Securities Inc., Brookstone Securities, Inc., Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
1
2
IN
09/16/2022 - Present
Equitable Advisors, LLC (CHESTERTON IN)
IN
01/16/2019 - 09/26/2022
AMERIPRISE FINANCIAL SERVICES, LLC (CROWN POINT IN)
IL
04/02/2018 - 01/31/2019
LPL FINANCIAL LLC (CHICAGO IL)
FL
06/07/2013 - 09/01/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Sarasota FL)
FL
02/25/2008 - 06/11/2013
METLIFE SECURITIES INC. (SARASOTA FL)
FL
05/05/2006 - 02/14/2008
BROOKSTONE SECURITIES, INC. (SARASOTA FL)
FL
03/07/2003 - 04/27/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SARASOTA FL)
NY
04/29/2002 - 03/12/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
08/17/1991 - 04/02/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/17/1991 - 04/02/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
06/01/1987 - 12/07/1989
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/01/1987 - 12/07/1989
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 05/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1991
Series 7 - General Securities Representative Examination
BC
Issued 05/29/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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