Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory DePalma is a financial advisor with Empower Advisory Group, LLC, a registered investment advisor. Gregory has been in the industry since 2014. Gregory holds the Series 7, 63, and 66 securities licenses, as well as the Series 24 principal exam. Gregory is also a Certified Financial Planner. Prior to joining Empower Advisory Group, Gregory was a financial advisor at Personal Capital Advisors. Gregory is a dedicated and experienced financial professional who is committed to helping clients achieve their financial goals. Gregory specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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
CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
01/17/2014 - 06/02/2014
SCOTTRADE, INC. (WESTMINSTER CO)
BOTH
Issued 06/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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