Unclaimed
Gregory Sirett is a financial advisor with over 30 years of experience in the financial services industry. Gregory is currently registered with Empower Advisory Group, LLC and holds a Series 6, 7, and 63 license, as well as the SIE exam. Gregory also holds the Certified Financial Planner designation. Previously, Gregory was a financial advisor at Prudential Investment Management Services LLC, Lifemark Securities Corp., Webster Investment Services, Inc., Teachers Personal Investors Services, Inc., TIAA-CREF Individual & Institutional Services, Inc., and Pruco Securities Corporation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CO
04/02/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
NJ
04/23/2013 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
01/13/2005 - 12/31/2012
LIFEMARK SECURITIES CORP. (YORKTOWN HEIGHTS NY)
CT
05/07/2002 - 07/03/2003
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
NY
02/01/2001 - 12/31/2001
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
08/04/2000 - 01/25/2001
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NY
10/20/1994 - 07/31/2000
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
06/15/1994 - 12/31/1995
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NJ
01/15/1990 - 04/07/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/15/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 12/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Sirett is the right advisor for you? Invested Better is here to help.