Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Gallucci is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Gregory has been in the industry since June 2005 and has a total of 53 state licenses. Gregory is also registered as an investment advisor in the states of New Jersey and Texas. Gregory has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since June 2017. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Gregory worked at NORTH SOUTH CAPITAL, LLC from September 2016 to May 2017. Gregory has passed the Series 7, Series 57, and Series 66 exams. Gregory offers a variety of services to clients, including portfolio management, educational seminars, and selection of other advisors.
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
NJ
06/21/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ISELIN NJ)
NY
09/12/2016 - 05/19/2017
NORTH SOUTH CAPITAL, LLC (New York NY)
NY
05/10/2005 - 09/13/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2016
Series 57 - Securities Trader Exam
BC
Issued 12/10/2004
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
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