Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Michael Agnone is a financial advisor with Cetera Investment Advisers LLC. Gregory has been in the industry since April 11, 1996, and has a wide range of experience. Gregory is registered with the state of Rhode Island as an investment advisor representative, and also holds several securities licenses, including Series 6, 7, 24, 26, 51, 63 and 66. Gregory is a Certified Financial Planner, and provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, families, and businesses. Gregory is also a president and CEO of Chestnut Hill Insurance Group, Agnone and Associates Financial Services, and is a notary public. Gregory has experience working at First Allied Securities, Inc., Round Hill Securities, Inc., and PFS Investments 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.
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.
1
2
RI
11/12/2020 - Present
Cetera Investment Advisers LLC (CHEPACHET RI)
RI
06/13/2005 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (CHEPACHET RI)
CA
01/02/2003 - 06/13/2005
ROUND HILL SECURITIES, INC. (ALAMO CA)
GA
04/12/1996 - 01/03/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 04/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 05/13/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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