Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileAdvisors 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.
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2
CA
05/02/2019 - Present
Kestra Investment Services, LLC (Beverly Hills CA)
NJ
11/30/2015 - 12/26/2017
RBC CAPITAL MARKETS, LLC (PARAMUS NJ)
NJ
02/06/2012 - 12/09/2015
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NJ
06/01/2009 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (FAIRFIELD NJ)
NJ
08/15/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FAIRFIELD NJ)
NY
04/19/2004 - 08/28/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/31/2000 - 04/20/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/22/1999 - 09/18/2000
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NY
11/24/1998 - 12/02/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
11/24/1998 - 12/02/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
06/16/1998 - 10/08/1998
EASTBROKERS NORTH AMERICA, INC. (NEW YORK NY)
CA
03/05/1996 - 04/22/1998
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
CT
06/25/1991 - 02/02/1996
ADVEST, INC. (HARTFORD CT)
AZ
02/28/1990 - 01/16/1991
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
11/19/1989 - 01/01/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
07/28/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/13/1987 - 09/21/1987
KENNEDY, CABOT & CO.
NA
09/18/1986 - 10/01/1986
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
05/23/1986 - 06/18/1986
E. F. HUTTON & COMPANY INC
IA
Issued 7/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/4/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/2/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 5/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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