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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Basillio is an investment advisor representative with Fidelity Personal and Workplace Advisors. Gregory has been working in the industry since 1996 and holds Series 7, 8, 9, 10, 31, 63, and 65 licenses. Gregory previously worked for Wachovia Securities, LLC, First Albany Corporation, Tiger Investment Group, Inc., Waterhouse Securities, Inc., and Olde Discount Corporation. Gregory has a broad range of experience and is well-suited to help individuals and businesses achieve their financial goals.
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.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MO
08/05/2000 - 02/10/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/02/1999 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
MA
06/29/1998 - 05/28/1999
TIGER INVESTMENT GROUP, INC. (WALTHAM MA)
NE
10/24/1995 - 06/08/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
MI
01/01/1995 - 01/26/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
NJ
08/01/1994 - 12/03/1994
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
IA
Issued 11/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/1/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 5/16/2005
Series 4 - Registered Options Principal Examination
BC
Issued 12/23/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 7/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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