Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lucente is an investment advisor representative at GYL Financial Synergies, LLC. Gregory has been in the industry since June 2014 and is registered with the state of Connecticut as an Investment Advisor Representative. GYL Financial Synergies, LLC is a firm that provides a range of financial planning, investment management, and retirement planning services to individuals, corporations, and institutions. Gregory and GYL Financial Synergies, LLC are dedicated to helping clients achieve their financial goals.
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.
Credit and cash management solutions and insurance solutions
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.
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CT
11/27/2023 - Present
GYL Financial Synergies, LLC (WEST HARTFORD CT)
CT
05/01/2015 - 12/31/2017
USI SECURITIES, INC. (GLASTONBURY CT)
IA
Issued 11/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2015
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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