Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Charles Nappo is a financial advisor with over 30 years of experience in the industry. Gregory is currently registered with Janney Montgomery Scott LLC in Connecticut, New Jersey, North Carolina, and Texas. Gregory has been with Janney Montgomery Scott LLC since November 2002. Prior to that, Gregory worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Gruntal & Co., L.L.C., and Suppes Securities, Inc. Gregory holds Series 7, 24, 63, and 65 licenses and is also a Certified Financial Planner.
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.
Fee plus commission
1
2
CT
02/15/2011 - Present
Janney Montgomery Scott LLC (NEW HAVEN CT)
NY
08/25/1997 - 12/02/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/29/1993 - 09/02/1997
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
09/22/1992 - 10/21/1993
SUPPES SECURITIES, INC. (NYC NY)
IA
Issued 01/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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