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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 Avallon is a financial advisor with MML Investors Services, LLC. Gregory has been in the financial services industry since 2008. Gregory has a Series 63 and Series 65 license. Gregory specializes in working with individuals, businesses, trusts, foundations, and charitable organizations. Gregory's focus is on financial planning, portfolio management, pension consulting, 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
07/12/2021 - Present
MML Investors Services, LLC (Los Angeles CA)
TX
04/27/2012 - 07/05/2016
AWM SERVICES, LLC (HOUSTON TX)
CA
10/03/2008 - 09/15/2011
SUPERFUND USA, INC. (MARINA DEL REY CA)
NY
10/18/2007 - 11/17/2008
SUPERFUND ASSET MANAGEMENT INC. (NEW YORK NY)
IA
Issued 07/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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