Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Colucci is an active financial advisor at Ameriprise Financial Services, LLC. Gregory has been in the financial services industry since April 2015. Gregory is registered to provide investment advice in Florida, New Jersey, and Pennsylvania. Gregory has a Series 6, 7, and 66 licenses. Prior to Ameriprise, Gregory has held positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Park Avenue Securities LLC, and Wells Fargo Clearing Services, LLC. Gregory is committed to helping clients achieve their financial goals.
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.
Asset allocation 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.
1
2
NJ
05/18/2022 - Present
Ameriprise Financial Services, LLC (LINWOOD NJ)
NJ
01/18/2019 - 05/19/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHIP BOTTOM NJ)
NJ
06/12/2018 - 12/13/2018
PARK AVENUE SECURITIES LLC (WALL NJ)
NJ
02/27/2015 - 05/14/2018
WELLS FARGO CLEARING SERVICES, LLC (TOMS RIVER NJ)
BOTH
Issued 02/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Colucci is the right advisor for you? Invested Better is here to help.
