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 Sarian is an investment advisor representative with Hightower Advisors, LLC. Gregory has been active in the financial services industry since 1991. His current registrations include a Series 63, Series 65 and Series 7 licenses. Gregory has experience in providing financial planning, portfolio management and selection of other advisors. Prior to joining Hightower Advisors, LLC, Gregory was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and a registered representative with Fin-Plan Investments, Inc.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
PA
02/15/2013 - Present
Hightower Advisors, LLC (WAYNE PA)
PA
11/13/1992 - 02/20/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
PA
09/19/1991 - 09/23/1992
FIN-PLAN INVESTMENTS, INC. (SOUDERTON PA)
IA
Issued 10/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/09/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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