Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Breton is an investment advisor representative and registered representative with Fidelity Personal And Workplace Advisors. Gregory is a Series 66 licensed advisor and has been in the industry since January 10, 2019. Gregory has previously worked with other firms including OneAmerica Securities, Inc., Citizens Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gregory has over 50 state registrations in both Broker-Dealer and Investment Advisory roles and works with a wide range of clients including individuals, high-net-worth individuals, corporations, trusts, and pension plans. Gregory provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and educational seminars.
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.
1
2
RI
11/02/2021 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
RI
11/02/2020 - 08/11/2021
ONEAMERICA SECURITIES, INC. (Cranston RI)
MA
09/13/2018 - 08/07/2020
CITIZENS SECURITIES, INC. (SOMERVILLE MA)
RI
10/11/2017 - 10/26/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
BOTH
Issued 03/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Gregory Breton is the right advisor for you? Invested Better is here to help.
