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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Roventini is a financial advisor with over 25 years of experience in the financial services industry. Gregory currently works as a Registered Representative (RR) for TLG Advisors, Inc. based out of Littleton, CO. Previously, Gregory has been employed by several firms including P.J. Robb Variable Corporation, Capital Brokerage Corporation, Planco Financial Services, LLC, SunTrust Securities, Inc., Charles Schwab & Co., Inc., Josephthal Lyon & Ross Incorporated, GKN Securities Corp., and First Investors Corporation. Gregory is also a registered Investment Adviser Representative (IAR) in Alabama and Florida. Gregory's specializations include portfolio management for individuals, businesses, and pooled investment vehicles. He also offers financial planning, pension consulting, and educational seminars.
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.
Placement of institutional funds
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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2
CO
12/02/2024 - Present
TLG Advisors, Inc. (LITTLETON CO)
TN
02/12/2014 - 03/13/2018
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
FL
05/17/2006 - 05/14/2012
CAPITAL BROKERAGE CORPORATION (DELRAY BEACH FL)
CT
02/08/2005 - 04/18/2006
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
GA
06/02/2003 - 05/25/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
TX
09/07/1993 - 03/25/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
04/15/1993 - 08/17/1993
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
01/14/1993 - 03/24/1993
GKN SECURITIES CORP. (NEW YORK NY)
NJ
08/24/1992 - 11/11/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 04/24/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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