Unclaimed
Gregory Hugo Piagesi is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with American Financial Associates, Inc. in Easton, PA. Gregory has a strong track record of providing financial advice to clients in a variety of areas, including investment planning, retirement planning, and estate planning. Gregory has also held prior positions at CETERA FINANCIAL SPECIALISTS LLC and C. J. M. PLANNING CORP. Gregory is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
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.
1
2
PA
02/27/2015 - Present
American Financial Associates, Inc. (EASTON PA)
NJ
10/24/2005 - 02/07/2014
CETERA FINANCIAL SPECIALISTS LLC (PHILLIPSBURG NJ)
NJ
01/20/1998 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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