Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Alerte is a financial advisor with over 15 years of experience in the industry. Gregory is registered with Equitable Advisors, LLC and holds Series 66, 24, 7 and SIE licenses. Gregory also holds registrations in 13 states. Gregory works with a wide range of clients including individuals, families, businesses, and charitable organizations. Gregory provides financial planning, portfolio management, pension consulting, and educational seminars. Gregory has a strong commitment to helping clients achieve their financial goals. Gregory is a Certified Financial Planner™ professional and is committed to providing his clients with the highest level of service and expertise.
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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NY
04/12/2021 - Present
Equitable Advisors, LLC (ROCKVILLE CENTRE NY)
BOTH
Issued 01/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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