Unclaimed
Gregory Lanuti is a financial advisor who has been in the industry for over 20 years. Gregory has a strong track record of providing financial advice to individuals and businesses. Gregory is currently registered with Centaurus Financial, Inc. and specializes in financial planning, pension consulting, educational seminars, and market timing services. Gregory is also registered with the state of New York.
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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2
CT
05/29/2018 - Present
Centaurus Financial, Inc. (SHELTON CT)
NY
11/21/2005 - 06/08/2018
HD VEST INVESTMENT SERVICES (LOCUST VALLEY NY)
AZ
12/02/2002 - 12/21/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
04/18/2002 - 12/02/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
IA
Issued 05/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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