Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Stoia is a financial advisor in Naples, Florida, with over 39 years of experience in the financial industry. Gregory is registered to provide investment advisory services in Florida and Georgia. Gregory is affiliated with Commonwealth Financial Network and has held previous positions at Sentra Securities Corporation, Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Lincoln National Pension Insurance Company, and NML Equity Services, Inc. Gregory's expertise encompasses a range of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Gregory's commitment to helping clients achieve their financial goals is evident in their experience and dedication to the financial industry.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/23/2022 - Present
Commonwealth Financial Network (NAPLES FL)
AZ
12/14/1993 - 12/19/2001
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
11/19/1989 - 12/17/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/20/1989 - 12/08/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/22/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/22/1987 - 02/02/1989
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
09/22/1987 - 02/02/1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
09/22/1987 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
08/23/1983 - 11/26/1984
NML EQUITY SERVICES, INC.
BC
Issued 04/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Stoia is the right advisor for you? Invested Better is here to help.
