Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory John Halstead is an investment advisor representative with Cetera Investment Advisers LLC and Bright Futures Wealth Management, LLC. Gregory has been in the industry since 1987 and has a diverse background in financial services. Gregory has experience in various areas, including asset management, financial planning, portfolio management, and insurance. Gregory is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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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NY
03/21/2024 - Present
Cetera Investment Advisers LLC (PITTSFORD NY)
NY
11/15/2018 - 10/16/2020
PRUCO SECURITIES, LLC. (Pittsford NY)
NY
08/22/2012 - 11/05/2018
INFINEX INVESTMENTS, INC. (Pittsford NY)
NY
08/25/2009 - 08/20/2012
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (FAIRPORT NY)
NY
12/03/2007 - 08/25/2009
MUTUAL SERVICE CORPORATION (FAIRPORT NY)
NY
08/24/2004 - 12/07/2007
MULTI-FINANCIAL SECURITIES CORPORATION (ROCHESTER NY)
NY
04/21/2003 - 08/20/2004
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
CT
10/11/2002 - 04/29/2003
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NY
02/19/1987 - 12/17/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/19/1987 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 7/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/30/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 2/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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