Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lind Molfino is a financial advisor with over 10 years of experience in the industry. Gregory is currently registered with Raymond James Financial Services Advisors, Inc., and holds a Series 7, Series 66, and SIE license. Gregory provides financial planning services, portfolio management for individuals and businesses, and pension consulting. Prior to joining Raymond James, Gregory worked at Wells Fargo Advisors, LLC, BancWest Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
HI
07/22/2021 - Present
Raymond James Financial Services Advisors, Inc. (HILO HI)
HI
05/13/2016 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HILO HI)
HI
07/16/2014 - 03/18/2016
WELLS FARGO ADVISORS, LLC (HILO HI)
HI
09/26/2012 - 04/04/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KAILUA KONA HI)
HI
06/28/2011 - 05/08/2012
WELLS FARGO ADVISORS, LLC (KAILUA KONA HI)
BOTH
Issued 07/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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