Unclaimed
Gregory Homayoon is a financial professional with over 15 years of experience in the industry. Gregory is currently registered with PFS Investments Inc. in Holbrook, NY. Gregory has worked with several well-known firms throughout their career, including ARIVE CAPITAL MARKETS, HOLD BROTHERS CAPITAL LLC, AXA ADVISORS, LLC, ASSENT LLC, HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C., and WORLDCO, L.L.C. Gregory holds licenses including Series 63, Series 66, SIE, Series 55, and Series 7. Gregory specializes in financial planning and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
10/03/2020 - Present
PFS Investments Inc. (HOLBROOK NY)
NY
04/05/2018 - 10/18/2018
ARIVE CAPITAL MARKETS (STATEN ISLAND NY)
NY
10/26/2011 - 04/11/2016
HOLD BROTHERS CAPITAL LLC (NEW YORK NY)
HI
11/30/2009 - 05/14/2010
AXA ADVISORS, LLC (HONOLULU HI)
NY
12/13/2006 - 12/04/2007
ASSENT LLC (NEW YORK NY)
NY
01/24/2005 - 03/16/2005
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
NY
10/05/2001 - 12/20/2002
WORLDCO, L.L.C. (NEW YORK NY)
BC
Issued 05/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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