Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Pellizzon is a financial advisor with Hollencrest Capital Management, where he has been registered since May 20, 1999. Gregory has been in the financial industry since July 24, 1980, and has worked for firms such as Prudential Securities Incorporated and PaineWebber Incorporated. Gregory holds several securities licenses, including Series 7, 9, 10, 24, 63, and SIE. Gregory specializes in portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and selection of other advisors. Gregory has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
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.
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 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Fees related to real estate deals
1
2
CA
05/20/1999 - Present
Hollencrest Capital Management (NEWPORT BEACH CA)
CA
05/11/1999 - 01/02/2018
HOLLENCREST CAPITAL MANAGEMENT, LLC (NEWPORT BEACH CA)
NY
08/18/1987 - 04/30/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/24/1980 - 08/11/1987
PAINEWEBBER INCORPORATED
BC
Issued 05/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 02/20/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/20/1985
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/1985
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1981
Series 5 - Interest Rate Options Examination
BC
Issued 07/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Gregory Pellizzon is the right advisor for you? Invested Better is here to help.
