Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Tessar has over 30 years of experience in the financial services industry. Gregory is currently registered with Citigroup Global Markets Inc. as a Registered Representative and Investment Advisor Representative and is licensed to conduct business in multiple states. Gregory has held previous positions with other firms including Wells Fargo Advisors, LLC, J.P. Morgan Securities Inc., Chase Investment Services Corp., Castle Securities Corp., and Shearson Lehman Hutton Inc. Gregory holds the Series 63, Series 65, Series 7, and SIE licenses and specializes in providing asset allocation advice, financial planning, pension consulting, and portfolio management for both 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.
Asset allocation advice
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
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (East Farmingdale NY)
NY
12/04/2007 - 05/03/2011
WELLS FARGO ADVISORS, LLC (MELVILLE NY)
NY
11/02/2006 - 10/11/2007
J.P. MORGAN SECURITIES INC. (MELVILLE NY)
NY
03/07/2005 - 11/17/2006
CHASE INVESTMENT SERVICES CORP. (MELVILLE NY)
IL
08/11/1994 - 12/08/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
05/14/1992 - 09/02/1992
CASTLE SECURITIES CORP. (FREEPORT NY)
NY
12/15/1986 - 06/08/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
05/19/1986 - 12/15/1986
ROONEY, PACE INC.
NA
10/22/1985 - 05/19/1986
BROOKS WEINGER ROBBINS & LEEDS INC.
IA
Issued 09/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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