Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Jay Barcello is an investment advisor representative registered with Cetera Investment Advisers LLC. Gregory Jay Barcello has been in the financial services industry for 30 years. Gregory Jay Barcello is registered with 13 state regulators including California, Colorado, Florida, Georgia, Hawaii, Illinois, Louisiana, Maine, Michigan, New York, Oregon, Pennsylvania, and Texas. Gregory Jay Barcello has also been registered with Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., and First Montauk Securities Corp. Gregory Jay Barcello holds Series 63 and Series 66 licenses and is also licensed to sell securities. Gregory Jay Barcello works at the Houston, TX office of Cetera Investment Advisers LLC and specializes in financial planning, pension consulting, educational seminars, selection of other advisors, 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
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 02/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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