Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Charlot is a financial advisor with Alliance Global Partners. Gregory has been working in the financial industry since December 2008. Gregory's credentials include holding the Series 7, 24, 26, and 66 securities licenses. Gregory has experience working with clients that include corporations, individuals, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Gregory has been registered with Alliance Global Partners since February 2019. Prior to joining Alliance Global Partners, Gregory was registered with Foresters Financial Services, Inc. from March 2009 to February 2019, and Ameriprise Financial Services, Inc. from August 2008 to January 2009.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
FL
02/06/2019 - Present
A.g.p. / Alliance Global Partners (BOCA RATON FL)
FL
03/04/2009 - 02/04/2019
FORESTERS FINANCIAL SERVICES, INC. (Sunrise FL)
MN
12/01/2008 - 01/02/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/12/2008 - 09/26/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 03/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2015
Series 24 - General Securities Principal Examination
BC
Issued 05/03/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Gregory Charlot is the right advisor for you? Invested Better is here to help.
