Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Contaldi is a financial professional with experience in the securities industry since 2012. Currently, Gregory is registered with Credit Suisse Securities (usa) LLC. Gregory previously held positions at UBS Financial Services Inc. and UBS Securities LLC. Gregory's professional designations include the Securities Industry Essentials Examination (SIE) and Series 99.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
1
2
NY
10/28/2016 - Present
Credit Suisse Securities (usa) LLC (NEW YORK NY)
NJ
11/04/2013 - 08/12/2016
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/14/2012 - 08/12/2016
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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