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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Colonna is a financial advisor with Edelman Financial Engines. Gregory has been in the industry for over 15 years and has experience working with various clients, including individuals, businesses, and institutions. Gregory is a Certified Financial Planner™ and holds the Series 7, Series 55, and Series 63 licenses. Gregory is registered to provide investment advisory services in New York and Texas.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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NY
06/27/2024 - Present
Edelman Financial Engines (STATEN ISLAND NY)
NJ
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (SHORT HILLS NJ)
NY
09/14/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (STATEN ISLAND NY)
NY
11/30/2010 - 08/31/2011
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NJ
10/19/2009 - 05/21/2010
ASSENT LLC (EDISON NJ)
NJ
04/28/2008 - 06/15/2009
ASSENT LLC (EDISON NJ)
NJ
10/04/2005 - 04/28/2008
EVOLUTION FINANCIAL TECHNOLOGIES, LLC (ISELIN NJ)
BC
Issued 08/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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