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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lutfy is a financial advisor with over 30 years of experience. Gregory currently works with Merrill Lynch, Pierce, Fenner & Smith Inc., and has worked with several other firms over the years, including Citigroup Global Markets Inc. and Prudential Securities Incorporated. Gregory holds licenses for both securities and investment advisory services, and has passed multiple exams including the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Gregory is currently registered in multiple states including New York, Pennsylvania and Texas, and is also registered with FINRA. Gregory works with a wide range of clients, including high-net-worth individuals, corporations, and institutions. Gregory's areas of expertise include portfolio management, financial planning, and pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
02/07/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIDDLETOWN NY)
PA
10/13/2004 - 01/18/2013
BIONDO ASSET MANAGEMENT LLC (MILFORD PA)
NY
01/26/1996 - 10/25/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/03/1993 - 01/31/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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