Unclaimed
Gregory Petrone is a financial advisor associated with Alliance-ONE Investments, LLC in Tulsa, Oklahoma. Gregory has been in the financial services industry since August 28, 2002, and holds the Series 66, SIE and Series 7 licenses. Gregory has also been previously employed by firms including MetLife Investors Distribution Company, MetLife Securities, Inc, New England Securities, TIAA-CREF Individual & Institutional Services, LLC, BANC of America Investment Services, Inc. and Quick & Reilly, Inc.
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.
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.
1
2
OK
08/11/2017 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
NC
01/06/2014 - 08/11/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
02/27/2014 - 06/30/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
NC
02/27/2014 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NC
12/03/2005 - 04/24/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MA
10/20/2004 - 11/02/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/16/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 04/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Petrone is the right advisor for you? Invested Better is here to help.