Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Toskos is an Investment Advisor Representative who has been in the financial services industry since January 8, 2000. Gregory currently works at UBS Financial Services Inc. Prior to that, Gregory worked at Reynders, Gray & Co., Incorporated, BEAR WAGNER SPECIALISTS LLC, WACHOVIA SECURITIES, LLC, PRUDENTIAL SECURITIES INCORPORATED, and GARBAN CORPORATES LLC. Gregory holds Series 63, 65, 10, 9, SIE, 21, 25, and 7 licenses. Gregory is registered in New Jersey and 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
11/29/2005 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
04/19/2005 - 08/15/2005
REYNDERS, GRAY & CO., INCORPORATED (NEW YORK NY)
NY
09/26/2003 - 04/13/2005
BEAR WAGNER SPECIALISTS LLC (NEW YORK NY)
MO
07/01/2003 - 09/26/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/14/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/22/1999 - 06/21/2000
GARBAN CORPORATES LLC (NEW YORK NY)
BC
Issued 06/30/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2004
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 02/10/2004
Series 25 - NYSE Trading Assistant Examination
BC
Issued 09/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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