Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Romanczuk is an Investment Advisor Representative registered with Newbridge Financial Services Group, Inc. based in Boca Raton, FL. Gregory has been in the financial services industry since January 9, 1997. He is also registered with the state of Illinois as a Registered Representative. Gregory has experience providing financial planning, selection of other advisors, and portfolio management for 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.
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.
Promoter fees
1
2
FL
07/06/2010 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
IL
12/02/1999 - 07/07/2010
CHICAGO INVESTMENT GROUP, LLC (CHICAGO IL)
IL
01/10/1997 - 12/02/1999
MILLS FINANCIAL SERVICES, INC. (LAKE BLUFF IL)
IA
Issued 01/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2001
Series 4 - Registered Options Principal Examination
BC
Issued 02/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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