Unclaimed
Gregory Nardolillo is a financial advisor with over 30 years of experience in the industry. He holds the Series 6, 7, 24, 63, and 66 licenses. Gregory is currently registered with Aurora Private Wealth, Inc. and Summit Financial, LLC. His previous affiliations include LPL Financial LLC, AXA Advisors, LLC and Linsco/Private Ledger Corp. Gregory provides a variety of financial advisory services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. He is also an insurance agent and specializes in fixed annuities and direct insurance.
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.
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
NJ
02/16/2017 - Present
Aurora Private Wealth, Inc. (Morristown NJ)
NJ
02/19/2014 - 01/04/2017
LPL FINANCIAL LLC (MORRISTOWN NJ)
NJ
02/01/2007 - 02/27/2014
AXA ADVISORS, LLC (BAYONNE NJ)
NJ
07/31/1996 - 02/09/2007
LINSCO/PRIVATE LEDGER CORP. (BAYONNE NJ)
IN
02/14/1995 - 07/31/1996
MDS SECURITIES INCORPORATED (CARMEL IN)
NY
10/08/1992 - 12/19/1994
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 11/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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