Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Joseph Ferone is an investment advisor representative with Osaic Wealth, Inc.. Gregory is a certified financial planner with over 38 years of experience in the financial industry. Gregory has a strong focus on financial planning, pension consulting, and portfolio management for individuals and businesses. Gregory is registered in Arizona, California, Connecticut, Florida, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Rhode Island, Texas, Vermont, Virginia, and Wisconsin. He is also licensed in Connecticut and Florida as an Investment Advisor Representative. Gregory is a member of the Financial Planning Association.
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.
1
2
NY
01/03/2024 - Present
Osaic Wealth, Inc. (MAMARONECK NY)
NY
06/01/1999 - 12/02/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
12/08/1994 - 06/07/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
02/08/1999 - 02/18/1999
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NY
05/11/1992 - 12/06/1994
DIME SECURITIES OF NY, INC. (BROOKLYN NY)
WI
02/13/1991 - 05/20/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
FL
03/03/1989 - 03/05/1991
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
NA
12/06/1985 - 03/11/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
05/08/1985 - 09/17/1985
FIRST INVESTORS CORPORATION
IA
Issued 11/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Ferone is the right advisor for you? Invested Better is here to help.
