Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Bertagna is a financial advisor with over 30 years of experience in the financial services industry. Gregory is currently registered with LPL Financial LLC, where he is a Registered Representative and Investment Advisor Representative. He is also registered as an Investment Advisor Representative in New Jersey. Gregory has a strong track record of helping clients achieve their financial goals. He provides a wide range of financial services, including financial planning, investment management, and retirement planning. Gregory is committed to providing his clients with personalized advice and exceptional service. Gregory was previously affiliated with VOYA FINANCIAL ADVISORS, INC. and TFS SECURITIES, INC. Gregory holds the Series 7, 6, and 66 securities licenses.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
05/18/2021 - Present
LPL Financial LLC (RED BANK NJ)
NJ
01/04/2016 - 05/24/2021
VOYA FINANCIAL ADVISORS, INC. (Tinton Falls NJ)
NJ
11/21/2001 - 12/31/2015
TFS SECURITIES, INC. (TINTON FALLS NJ)
NJ
12/09/2015 - 12/09/2015
VOYA FINANCIAL ADVISORS, INC. (Tinton Falls NJ)
NY
11/06/1995 - 11/26/2001
CADARET, GRANT & CO., INC. (SYRACUSE NY)
DE
08/15/1994 - 11/20/1995
PML SECURITIES COMPANY (NEWARK DE)
IN
07/19/1994 - 08/11/1994
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
MA
08/30/1991 - 07/26/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/30/1991 - 07/26/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
07/18/1990 - 10/02/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/18/1990 - 10/02/1990
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 11/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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