Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Micco is an active Investment Advisor Representative with Cetera Investment Advisers LLC. Gregory Micco has been in the financial industry since October 28, 2003. Gregory Micco has been registered with Cetera Investment Advisers LLC since September 2022. Prior to that, Gregory Micco worked with First Allied Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Credit Suisse Securities (USA) LLC, BrokerageAmerica, LLC, Knight Securities, L.P., and Ladenburg, Thalmann & Co., Inc.. Gregory Micco specializes in a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, 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.
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.
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2
HI
11/03/2022 - Present
Cetera Investment Advisers LLC (HONOLULU HI)
HI
06/01/2012 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Honolulu HI)
HI
02/22/2010 - 05/31/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HONOLULU HI)
NY
06/29/2004 - 02/24/2009
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
08/01/2002 - 10/31/2002
BROKERAGEAMERICA, LLC (NEW YORK NY)
NJ
01/22/2001 - 05/15/2002
KNIGHT SECURITIES, L.P. (JERSEY CITY NJ)
NY
12/08/2000 - 01/12/2001
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
BOTH
Issued 2/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2004
Series 3 - National Commodity Futures Examination
BC
Issued 2/1/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/7/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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