Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Milewski is a financial advisor who has been in the industry since 2010. Gregory is a Certified Financial Planner™ professional and is currently registered as an Investment Advisor Representative with Sound Income Strategies, LLC. Gregory has previously worked with USAA Financial Advisors, Inc., Morgan Stanley, Cetera Advisor Networks LLC, AXA Advisors, LLC, and New England Securities. Gregory has passed the Series 7, Series 6, Series 66, and SIE exams. Gregory specializes in retirement planning, fixed insurance, and investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
FL
01/12/2024 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
FL
02/09/2024 - 07/08/2024
PURSHE KAPLAN STERLING INVESTMENTS (Sarasota FL)
FL
11/11/2014 - 06/17/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
FL
04/04/2013 - 11/06/2014
MORGAN STANLEY (TAMPA FL)
FL
10/10/2012 - 01/30/2013
CETERA ADVISOR NETWORKS LLC (BRADENTON FL)
FL
08/03/2011 - 10/16/2012
AXA ADVISORS, LLC (SARASOTA FL)
FL
09/09/2010 - 08/15/2011
NEW ENGLAND SECURITIES (TAMPA FL)
BOTH
Issued 05/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Gregory Milewski is the right advisor for you? Invested Better is here to help.
