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 over 28 years of experience in the financial services industry. Gregory currently works at Citigroup Global Markets Inc. in New York, NY. Gregory has also worked at Wachovia Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gregory is a Series 7, 9, 10, 52, 53, 63, 65, and SIE licensed advisor, which allows Gregory to provide a wide range of investment products and services.
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 8/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/5/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/3/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/17/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 6/19/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/9/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 5/20/1994
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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