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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Edward Shulman is a financial advisor at Prosperity Capital Advisors. Gregory has been working in the financial industry since 1993. Gregory has experience providing financial planning, portfolio management, and educational seminars to individuals and businesses. He is also registered as a financial advisor in Florida, New Jersey, New York, and Pennsylvania. Gregory is a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
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2
NJ
11/08/2023 - Present
Prosperity Capital Advisors (Red Bank NJ)
NJ
05/27/1993 - 06/13/2012
AXA ADVISORS, LLC (PT. PLEASANT BEACH NJ)
CT
07/31/2001 - 10/01/2002
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NY
05/27/1993 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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