Unclaimed
Gregory E. Pitts is a registered Investment Advisor Representative with Natural Investments. Gregory has been in the financial services industry since January 2011 and has a Series 65 license. He is also registered with the state of New York. Gregory specializes in portfolio management for individuals, financial planning, educational seminars, and selection of other advisers. Natural Investments is based in White Plains, NY, and provides financial planning and investment advice services to individuals, families, and corporations. The firm's focus is on providing personalized service and customized investment strategies.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Financl plng fees either on a project, hourly or retainer basis
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2
NY
08/16/2021 - Present
Natural Investments (White Plains NY)
IA
Issued 05/06/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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