Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Carleton MacKo is a registered investment advisor representative with Buell Investment Advisors. Gregory has been in the financial services industry since 1993. Gregory has passed the Series 3, 7, 9, 10, 31, 63 and 65 exams and holds licenses in 20 states and is registered as an Investment Advisor in Connecticut. Gregory has been with Buell Investment Advisors since 2018. Prior to that, Gregory worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, NA. Gregory's primary focus is on providing financial planning and portfolio management services for individuals and high-net-worth 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.
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.
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CT
12/03/2018 - Present
Buell Investment Advisors (GLASTONBURY CT)
CT
08/13/1993 - 07/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST HARTFORD CT)
IA
Issued 04/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/19/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2013
Series 3 - National Commodity Futures Examination
BC
Issued 03/14/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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