Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Barcello is an investment advisor representative with Cetera Investment Advisers LLC. Gregory has been in the financial services industry since January 26, 1993. Prior to joining Cetera, Gregory was registered with Walnut Street Securities, Inc. and Nathan & Lewis Securities, Inc. Gregory holds the Series 63, 66, 7, and SIE licenses. He has a wide range of experience working with individuals, corporations, and pension plans. Gregory is committed to providing his clients with personalized financial advice that is tailored to their individual needs.
HOUSTON, TX
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
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (HOUSTON TX)
NY
04/24/1995 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NJ
10/06/1992 - 12/31/1994
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
BOTH
Issued 2/1/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/5/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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