Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory M. Vassallo is a financial advisor with Equitable Advisors, LLC. Gregory has been a financial advisor for over 30 years and has a diverse background in the financial industry. Gregory has a strong focus on financial planning and portfolio management for individuals, businesses, and pension plans. Prior to joining Equitable Advisors, Gregory was a financial advisor with The Equitable Life Assurance Society of the United States.
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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NJ
09/23/2011 - Present
Equitable Advisors, LLC (MORRISTOWN NJ)
NY
09/26/1988 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 07/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/24/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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