Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Viventi is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Gregory has been in the financial industry since March 16, 2000. Gregory holds Series 7, 63, and 65 licenses. Gregory has been registered with the state of South Carolina since August 10, 2004, and also holds licenses for a total of 24 other states including North Carolina, Texas, Florida, and more. Gregory specializes in providing financial advice and portfolio management to a variety of clients, including individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
03/08/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HILTON HEAD ISLAND SC)
NY
03/14/2001 - 08/17/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
GA
03/17/2000 - 03/29/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 04/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gregory Viventi is the right advisor for you? Invested Better is here to help.
