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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Barbaro is a financial advisor associated with Ameriprise Financial Services, LLC. Gregory has been in the financial services industry since 2002 and has experience with a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Gregory has passed the Series 66, Series 10, SIE and Series 7 exams. Gregory has a total of 20 registered states and is active in both broker-dealer and investment advisor roles. Gregory specializes in asset allocation, financial planning, pension consulting, educational seminars, and publication of periodicals. Gregory is also active in providing portfolio management services for businesses and individuals.
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
NJ
11/08/2019 - Present
Ameriprise Financial Services, LLC (Red Bank NJ)
NJ
04/12/2004 - 11/11/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
NJ
01/10/2003 - 04/22/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 11/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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