Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kozerski is a financial advisor with over 20 years of experience in the industry. Gregory has been a registered representative with Cadaret, Grant & CO., Inc. since 2000. Gregory has also been a part of Waterford Advisors, LLC since 2001. Gregory is a Certified Financial Planner™ and holds Series 6, 7, 24 and 63 licenses. Gregory's experience and expertise allow Gregory to provide a wide range of financial services to individuals and families, including financial planning, investment management, and insurance. Gregory is committed to helping clients achieve their financial goals. Gregory's clients include individuals, families, businesses, and charitable organizations.
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
08/26/2010 - Present
Cadaret, Grant & CO., Inc. (Orchard Park NY)
NE
09/23/1998 - 07/25/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 09/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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