Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Robert Filippone is a financial advisor with over 10 years of experience in the financial services industry. Gregory is currently registered with Lord, Abbett & Co. LLC in Jersey City, New Jersey. Prior to joining Lord, Abbett, Gregory was employed by Citigroup Global Markets Inc. and Morgan Stanley. Gregory holds the Series 31, Series 7 and Series 66 licenses and the SIE exam. Gregory is registered with the state of New Jersey and New York. Gregory's areas of specialization include Investment Companies, Pooled Investment Vehicles, Corporations or other businesses, Individuals (other than high-net-worth), and State or municipal government entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Impersonal investment advisory 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
01/24/2023 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
NY
01/03/2022 - 11/22/2022
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
01/03/2022 - 11/22/2022
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
FL
10/25/2018 - 08/24/2021
MORGAN STANLEY (Miami FL)
FL
07/23/2013 - 06/05/2018
BLACKROCK INVESTMENTS, LLC (MIAMI FL)
BOTH
Issued 08/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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