Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Bentley is an investment advisor representative with Prosperity Wealth Management, Inc. Gregory is a 25% owner of Prosperity Wealth Management, Inc. and also the CEO of Fortune Financial Services, Inc. Gregory has been working in the financial industry since March 17, 1984. Gregory is currently registered with the state of California. Gregory specializes in portfolio management for individuals and selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
02/19/2020 - Present
Prosperity Wealth Management, Inc. (San Ramon CA)
NY
11/12/2012 - 02/25/2015
KEYSTONE CAPITAL CORPORATION (NEW YORK NY)
CA
02/15/2011 - 10/26/2011
DT SECURITIES, LTD. (TOLUCA LAKE CA)
FL
06/08/2009 - 02/03/2011
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
CA
10/12/2007 - 02/05/2009
QUESTAR CAPITAL CORPORATION (HUNTINGTON BEACH CA)
FL
06/20/2002 - 09/20/2007
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
MO
04/07/1999 - 07/16/2001
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
07/27/2000 - 01/02/2001
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
FL
04/05/1999 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
NY
07/03/1991 - 04/06/1999
CADARET, GRANT & CO., INC. (SYRACUSE NY)
WI
07/16/1990 - 04/26/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
08/14/1989 - 05/03/1990
FINANCIAL SERVICES MARKETING, INC. (NEW YORK NY)
NA
08/16/1984 - 03/13/1989
TRAVELERS EQUITIES SALES, INC.
NA
10/20/1980 - 09/30/1982
EQUICO SECURITIES, INC.
NA
03/03/1980 - 09/30/1982
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 07/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/28/2009
Series 24 - General Securities Principal Examination
BC
Issued 03/18/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/26/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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