Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lamonica is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Gregory has been in the securities industry since 2008 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Gregory has experience working with individuals, high-net-worth individuals, businesses, corporations, and other institutions. Gregory offers investment advice and portfolio management services. He also provides financial planning services. Gregory is committed to helping clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
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NY
01/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NORWICH NY)
NY
07/02/2018 - 01/20/2023
WELLS FARGO CLEARING SERVICES, LLC (NORWICH NY)
NY
03/06/2013 - 06/28/2018
SECURITIES MANAGEMENT & RESEARCH, INC. (NORWICH NY)
NY
10/06/2008 - 02/05/2013
LPL FINANCIAL LLC (NORWICH NY)
BOTH
Issued 02/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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