Unclaimed
Gregory Hanna Abdalla is a financial advisor who has been in the industry since May 2013. Gregory is currently registered with Cetera Investment Advisers LLC. Previously, Gregory worked at Securian Financial Services, Inc., Cetera Advisors LLC, SunTrust Investment Services, Inc., Signator Financial Services, Inc., and PNC Investments. Gregory's experience spans a variety of financial services roles. Gregory holds the Series 66, Series 7 and SIE licenses. Gregory is currently registered in Florida, Texas and 16 other states. Gregory specializes in financial planning, pension consulting, educational seminars, and portfolio management. Gregory's firm, Cetera Investment Advisers LLC, offers a variety of services, including financial planning, investment management, and retirement planning. Cetera Investment Advisers LLC has offices in Schaumburg, IL, Maitland, FL, and Houston, TX.
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.
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
FL
09/05/2024 - Present
Cetera Investment Advisers LLC (MAITLAND FL)
FL
12/14/2017 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Maitland FL)
FL
03/21/2016 - 11/22/2017
CETERA ADVISORS LLC (MAITLAND FL)
FL
04/29/2015 - 03/04/2016
SUNTRUST INVESTMENT SERVICES, INC. (CLERMONT FL)
FL
07/09/2014 - 04/15/2015
SIGNATOR FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
03/14/2013 - 07/02/2014
PNC INVESTMENTS (ORLANDO FL)
BOTH
Issued 05/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Abdalla is the right advisor for you? Invested Better is here to help.