Unclaimed
Gregory Lauray is a financial advisor registered with Cetera Investment Advisers LLC. Gregory has been in the industry since June 22, 1998 and has a wide range of experience in financial planning, pension consulting, and portfolio management for individuals and businesses. Gregory is also a certified public accountant, so he has the expertise to help clients with their tax planning needs. Cetera Investment Advisers LLC is a large firm with over 100 billion dollars in assets under management. The firm offers a wide range of services, including financial planning, investment management, and retirement planning.
NAZARETH, PA
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
PA
12/11/2006 - Present
Cetera Investment Advisers LLC (NAZARETH PA)
NJ
06/23/1998 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 10/31/2002
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/16/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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