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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 Costantino is a financial advisor with Winthrop Wealth, with over 15 years of experience in the industry. He is a Certified Financial Planner with a focus on providing financial planning, portfolio management and pension consulting services for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Gregory has held previous roles at McGladrey Wealth Management LLC, LPL Financial LLC, Financial Planning Strategies LLC, and Brown Brothers Harriman & Co. Gregory holds licenses for securities and investment advising in Maine and Massachusetts. He has also passed the Series 65, 7, 63 and SIE exams.
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.
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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MA
03/19/2018 - Present
Winthrop Wealth (BOSTON MA)
NY
03/21/2001 - 09/04/2001
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
BC
Issued 06/29/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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