Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Luoni is a financial advisor registered with the Securities and Exchange Commission and has been active in the industry since July 5, 1988. Currently, Gregory Luoni is affiliated with Vanguard Advisers, Inc., a firm with a strong history in providing financial advice to individuals, corporations, and institutions. Previously, Gregory has worked with several other financial institutions, including First Citizens Investor Services, Inc., First Union Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gregory Luoni has a broad range of experience in the financial services industry, which is evident in his expertise across various areas of financial planning. He is particularly knowledgeable in areas such as portfolio management for individuals and businesses, selection of other advisors, and financial planning. Gregory's qualifications are supported by his successful completion of numerous examinations, including the Series 65, 63, 66, SIE and 7 exams.
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.
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
NC
08/29/2017 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
NC
04/24/2002 - 11/02/2006
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
MO
10/01/2000 - 04/11/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/14/1991 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
08/02/1990 - 02/12/1991
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
04/11/1988 - 01/18/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/31/1983 - 04/29/1988
WHEAT, FIRST SECURITIES, INC.
IA
Issued 08/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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