Unclaimed
Gregory Misko is a financial advisor with Truist Advisory Services, Inc. based in SAINT PETERSBURG, FL. Gregory has been in the financial services industry since 2006 and is a Certified Financial Planner. Gregory Misko is registered with the state of Florida as an investment advisor representative (IAR) and a broker-dealer (BD). Gregory is also registered as a BD in Maryland, Pennsylvania, Virginia, and West Virginia. He has experience working with individuals, businesses, corporations, and high-net-worth clients.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
03/02/2021 - Present
Truist Advisory Services, Inc. (SAINT PETERSBURG FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
08/27/2012 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (LANCASTER PA)
MD
07/27/2010 - 08/21/2012
M&T SECURITIES, INC. (COCKEYSVILLE MD)
NJ
04/28/2009 - 07/16/2010
PRUCO SECURITIES, LLC. (EAST BRUNSWICK NJ)
MD
01/31/2006 - 04/23/2009
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
01/31/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)
IA
Issued 02/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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