Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Masone is an Investment Advisor Representative with Avantax Advisory Services. Gregory has been in the financial services industry for over three years and is licensed to provide financial advice in 13 states. Gregory has held previous roles with American Portfolios Financial Services, Inc. and Gregory-Matthew Wealth Management & Retirement Planning, Inc. and currently is licensed to sell insurance products through Avantax Insurance Agency. Gregory specializes in providing financial planning, retirement planning, estate planning, risk analysis and investment management to individuals and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/15/2024 - Present
Avantax Advisory Services (DALLAS TX)
NY
10/16/2020 - 02/16/2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Garden City NY)
BOTH
Issued 12/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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