Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Masone is a financial advisor with Avantax Investment Services, Inc. in Garden City, New York. Gregory has been in the financial services industry since March 4, 2008 and has been registered with FINRA since February 15, 2024. Gregory is a Series 6, Series 63 and SIE licensed representative. Gregory has held previous roles at AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. and ROYAL ALLIANCE ASSOCIATES, INC.
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
02/15/2024 - Present
Avantax Investment Services, Inc. (Garden City NY)
NY
05/05/2014 - 02/16/2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Garden City NY)
NY
03/05/2008 - 05/08/2014
ROYAL ALLIANCE ASSOCIATES, INC. (GARDEN CITY NY)
BC
Issued 06/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Masone is the right advisor for you? Invested Better is here to help.
