Unclaimed
Gregory Edward Paranzino is an active investment advisor representative with Harbor Investment Advisory, LLC, with over 29 years of experience in the industry. Gregory is a CERTIFIED FINANCIAL PLANNER™ professional, and holds a Series 65, 63, 7, 8, 16 and SIE license. Gregory has previously worked at DEUTSCHE BANK SECURITIES INC., DB ALEX. BROWN LLC, and ALEX. BROWN & SONS INCORPORATED. Gregory primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations, pension and profit sharing plans, and charitable organizations.
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.
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.
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
MD
01/19/2011 - Present
Harbor Investment Advisory, LLC (Lutherville MD)
MD
01/13/2001 - 02/01/2011
DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
04/14/1994 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 02/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1997
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 04/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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