Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Byrne has been in the financial services industry since October 1994. Gregory Byrne currently works as a Registered Representative at Citigroup Global Markets Inc. Gregory Byrne also holds the Series 65 license. Prior to this, Gregory Byrne was with Wachovia Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gregory Byrne holds licenses for the following products: Municipal Securities, Futures Managed Funds, and General Securities Representative. Gregory Byrne holds registrations in a number of states and is able to conduct business in these states.
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.
Asset allocation advice
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
NY
05/30/2007 - Present
Citigroup Global Markets Inc. (New York NY)
PA
06/23/2003 - 05/17/2007
WACHOVIA SECURITIES, LLC (PHILADELPHIA PA)
NY
05/13/1998 - 06/04/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
05/23/1994 - 01/30/1998
A. F. BEST SECURITIES, INC. (CORAL SPRINGS FL)
IA
Issued 08/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/17/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/19/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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