Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Calotta is a registered investment advisor representative with Cetera Investment Advisers LLC. Gregory has been in the securities industry since 1997. Gregory is registered with the state of New Jersey. Gregory has passed the Series 63, Series 66, Series 7 and the SIE exam. Gregory is also a Certified Public Accountant. Gregory is a partner at Bruno, Calotta & Associates LLP, a tax, accounting and financial practice. Gregory is also the owner of Calotta Advisory Services LLC, a tax and accounting firm. Gregory's experience and expertise include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
NJ
10/24/2005 - Present
Cetera Investment Advisers LLC (FAIRFIELD NJ)
NJ
10/26/1999 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
CA
01/01/1999 - 10/20/1999
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NA
09/29/1997 - 12/31/1998
TOWER SQUARE SECURITIES, INC.
BOTH
Issued 11/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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