Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Pienkosz is a financial advisor who has been in the industry since 2002. Gregory is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November of 2016. Prior to that, Gregory worked with Wells Fargo Advisors LLC and Key Investment Services LLC. Gregory holds a Series 7, Series 66, and a SIE license, and is a Certified Financial Planner. Gregory Pienkosz works with a variety of clients, including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Gregory is registered with the following states: Alabama, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, and West Virginia.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (ORLANDO FL)
NY
01/03/2006 - 12/07/2015
KEY INVESTMENT SERVICES LLC (DELMAR NY)
NY
06/17/2002 - 12/31/2005
MCDONALD INVESTMENTS INC. (ALBANY NY)
NY
03/11/2002 - 03/26/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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