Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Steele is an investment advisor representative with Silverlake Wealth Management LLC in Huntington, NY. Gregory has been in the industry since 1995 and holds Series 7, 63, 55 and SIE licenses. Gregory also has experience with J.V.B. Financial Group, LLC and MIZUHO SECURITIES USA LLC. Gregory specializes in providing financial planning, pension consulting and portfolio management 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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
NY
05/07/2024 - Present
Silverlake Wealth Management LLC (HUNTINGTON NY)
NY
04/03/2023 - 04/02/2024
J.V.B. FINANCIAL GROUP, LLC (Locust Valley NY)
NY
07/02/2018 - 10/27/2022
MIZUHO SECURITIES USA LLC (NEW YORK NY)
NY
05/22/2012 - 01/30/2018
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
09/16/2009 - 09/29/2011
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
06/07/1999 - 09/09/2009
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
02/13/1995 - 06/07/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
IA
Issued 05/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Gregory Steele is the right advisor for you? Invested Better is here to help.
