Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory J. Sosnoski is a financial professional with over 10 years of experience in the industry. Gregory is currently registered with Morgan Stanley in PURCHASE, NY. Gregory has passed the Securities Industry Essentials Examination and the Operations Professional Examination. His firm has over $10 billion to $50 billion in assets under management. Their clients include high-net-worth individuals, corporations, and insurance companies. Gregory's firm offers a variety of financial services, including portfolio management, financial planning, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/02/2012 - Present
Morgan Stanley (PURCHASE NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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