Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Mistovich is a financial advisor registered in the state of Massachusetts. He has been in the industry since 1976 and is currently affiliated with Vanderbilt Advisory Services, a firm headquartered in Woodbury, New York. Gregory has extensive experience in the financial services industry and holds multiple professional licenses and designations. Gregory specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
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
MA
07/12/2016 - Present
Vanderbilt Advisory Services (HUDSON MA)
MA
04/01/2014 - 05/20/2016
BISHOP, ROSEN & CO., INC. (HUDSON MA)
MA
08/22/2008 - 04/08/2014
OPPENHEIMER & CO. INC. (BOSTON MA)
MA
07/01/2003 - 08/22/2008
WACHOVIA SECURITIES, LLC (WALTHAM MA)
NY
04/27/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/11/1982 - 04/05/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
09/26/1978 - 11/29/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/24/1976 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 05/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 06/19/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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