Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Ferone is a financial advisor with over 30 years of experience in the industry. Gregory is a Certified Financial Planner™ professional and has worked for several firms throughout his career. Gregory is currently registered with Osaic Wealth, Inc. and has offices in Mamaroneck, NY. Gregory is licensed to provide investment advice and financial planning services to individuals, businesses, and retirement plans.
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.
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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 5/7/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 5/7/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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