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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Porcaro is a financial advisor with Commonwealth Financial Network, an independent registered investment advisor (RIA) firm headquartered in Waltham, MA. Gregory has been in the financial services industry for over 30 years and has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients. He is a graduate of the University of Rhode Island and holds the Series 7 and Series 63 securities licenses as well as the Series 65 investment advisor license. Gregory is committed to helping his clients achieve their financial goals through personalized financial planning strategies and customized investment portfolios. Gregory has experience in advising individuals, families, corporations and businesses and provides financial planning advice to individuals and families, investment management for individuals and families, retirement planning and wealth management services. Gregory is also a CPA and a sole owner of Otrando Porcaro & Associates, Ltd, a CPA firm, and Caprice Realty, Inc., a real estate management and rental firm, all of which he operates in Warwick, RI.
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.
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2
RI
09/19/2014 - Present
Commonwealth Financial Network (WARWICK RI)
RI
11/01/2007 - 01/02/2014
COMMONWEALTH FINANCIAL NETWORK (WARWICK RI)
RI
09/02/2004 - 11/06/2007
1717 CAPITAL MANAGEMENT COMPANY (WARWICK RI)
DE
09/13/2001 - 03/23/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
DE
01/01/2001 - 05/18/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 09/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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