Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Silva is a financial advisor with over 18 years of experience in the financial services industry. Gregory has been registered with Ameriprise Financial Services, LLC since March 2020, and has previously worked with LPL Financial LLC, UVEST FINANCIAL SERVICES GROUP, INC., CCO INVESTMENT SERVICES CORP., WADDELL & REED, INC. and FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.. Gregory has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Gregory holds the Series 6, 7, and 63 licenses and the SIE designation. Gregory is a Chartered Financial Analyst. Gregory specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and small businesses. Gregory is committed to helping clients achieve their financial goals.
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.
Asset allocation services
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
RI
03/27/2020 - Present
Ameriprise Financial Services, LLC (Middletown RI)
RI
10/11/2011 - 04/06/2020
LPL FINANCIAL LLC (PAWTUCKET RI)
RI
04/11/2011 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (EAST GREENWICH RI)
RI
07/18/2007 - 04/08/2011
CCO INVESTMENT SERVICES CORP. (PAWTUCKET RI)
RI
09/30/2005 - 07/16/2007
WADDELL & REED, INC. (WEST WARWICK RI)
RI
06/26/2001 - 08/19/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 06/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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