Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Pilla is a financial advisor with Edward Jones, a firm with over $800 billion in assets under management. Gregory is registered with FINRA and has been working in the financial services industry since 2021. Gregory has earned the Series 7TO, Series 63, and Series 65 licenses. He is also a registered representative with the state of Texas. Gregory's prior experience includes positions at National Securities Corporation, Aegis Capital Corp, and Fortis Lux Financial. Gregory can provide a range of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses. Gregory is available to meet with clients at the Edward Jones office located in New Rochelle, NY.
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.
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.
See schedule d - miscellaneous
1
2
NY
11/25/2024 - Present
Edward Jones (NEW ROCHELLE NY)
NY
04/20/2021 - 06/01/2022
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
NY
01/25/2021 - 03/25/2021
AEGIS CAPITAL CORP. (MELVILLE NY)
IA
Issued 06/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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