Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Len Gionfriddo is a financial advisor at Beacon Pointe Advisors, LLC. Gregory Len Gionfriddo has been in the financial industry since 2007 and has experience with various firms, including Moors & Cabot, Inc., Securities America, Inc., and Purshe Kaplan Sterling Investments. Gregory Len Gionfriddo is registered to provide investment advice in Florida and Texas.
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.
Strategic management for diversified investment portfolios.
Consulting services
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
CA
01/13/2022 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
FL
01/14/2022 - 03/27/2023
PURSHE KAPLAN STERLING INVESTMENTS (Sarasota FL)
FL
07/13/2018 - 01/14/2022
SECURITIES AMERICA, INC. (SARASOTA FL)
MA
06/20/2008 - 03/19/2009
MOORS & CABOT, INC. (BOSTON MA)
FL
11/02/2007 - 06/20/2008
MOORS & CABOT FINANCIAL ADVISORS, LLC (SARASOTA FL)
BOTH
Issued 09/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Gregory Gionfriddo is the right advisor for you? Invested Better is here to help.
