Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Merlino is a financial advisor with LPL Financial LLC and has been in the industry since November 16, 1983. Gregory has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services. Gregory holds a Certified Financial Planner designation and is registered as an Investment Advisor Representative in New Jersey and Texas. Gregory has worked for a variety of financial firms throughout his career, including CADARET, GRANT & CO., INC., FOCUS SECURITIES, INC., and CARDELL & ASSOCIATES, INCORPORATED. Gregory's experience and expertise allow him to provide clients with comprehensive financial advice and guidance to help them 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/22/2012 - Present
LPL Financial LLC (MARLTON NJ)
NY
10/28/1988 - 06/10/1992
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
06/19/1986 - 11/16/1988
FOCUS SECURITIES, INC.
NA
02/26/1986 - 07/01/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
01/30/1984 - 03/17/1986
FIRST SECURITIES CORPORATION OF THE SOUTHWEST
NA
11/01/1983 - 01/13/1984
EQUIGROUP SECURITIES, INC.
IA
Issued 05/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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