Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Giardino is a financial advisor at Wealth Enhancement Advisory Services, LLC with over 10 years of experience in the financial services industry. Gregory has a Series 6, 7, 63 and 65 licenses and is a Certified Financial Planner. He provides financial planning services to individuals, families, and businesses, and is also an ERISA 3(38) Investment Manager. Previously, Gregory was employed at firms including LPL Financial LLC, Vanderbilt Securities, LLC, Triad Advisors, Inc., and MetLife Securities Inc. Gregory is registered with the state of New Jersey.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NJ
06/20/2024 - Present
Wealth Enhancement Advisory Services, LLC (OAKLAND NJ)
NY
07/24/2020 - 10/05/2022
LPL FINANCIAL LLC (TARRYTOWN NY)
NJ
06/16/2017 - 07/26/2020
VANDERBILT SECURITIES, LLC (Edison NJ)
NJ
11/15/2012 - 06/16/2017
TRIAD ADVISORS, INC. (Edison NJ)
NJ
06/23/2008 - 10/30/2012
METLIFE SECURITIES INC. (WALL TOWNSHIP NJ)
BC
Issued 07/20/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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