Unclaimed
Gregory Greco is a financial advisor with Chelsea Financial Services in Staten Island, New York. He has been in the financial services industry since February 14, 2000. Gregory holds Series 6 and 63 securities licenses and is registered in Arizona, Iowa, Minnesota, and Wisconsin. Gregory has experience working with Midamerica Financial Services, Inc. and Lincoln Financial Securities Corporation.
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.
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.
1
2
NY
02/12/2016 - Present
Chelsea Financial Services (STATEN ISLAND NY)
IA
09/03/2009 - 12/04/2015
MIDAMERICA FINANCIAL SERVICES, INC. (WATERLOO IA)
IA
01/30/2001 - 12/02/2008
LINCOLN FINANCIAL SECURITIES CORPORATION (WATERLOO IA)
AL
07/12/2000 - 12/31/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
IN
06/15/1998 - 11/16/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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