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Gregory Samuel Jannetta

William O'Neil Securities

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About Gregory Samuel Jannetta

Gregory Jannetta is a financial professional with over 25 years of experience in the securities industry. Gregory is currently registered with William O'Neil Securities and is a Series 7, Series 24, and Series 63 licensed professional. Gregory previously worked at a number of other prominent firms, including JANNEY MONTGOMERY SCOTT LLC, MACQUARIE CAPITAL (USA) INC., UBS SECURITIES LLC, CREDIT SUISSE FIRST BOSTON LLC, DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION and SANFORD C. BERNSTEIN & CO., INC. Gregory is dedicated to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

Gregory Jannetta is currently registered with William O'Neil Securities. William O'Neil Securities is a corporation formed on November 7, 1963. The firm is registered with the Securities and Exchange Commission and all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gregory Jannetta’s Registration & Firm History

MA

05/10/2016 - Present

William O'Neil Securities (BOSTON MA)

MA

07/09/2013 - 05/23/2014

JANNEY MONTGOMERY SCOTT LLC (BOSTON MA)

MA

03/01/2011 - 06/14/2013

MACQUARIE CAPITAL (USA) INC. (BOSTON MA)

MA

08/22/2005 - 04/28/2010

UBS SECURITIES LLC (BOSTON MA)

NY

10/10/2000 - 08/08/2005

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

NJ

05/19/1998 - 10/10/2000

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

11/01/1996 - 06/10/1998

UBS SECURITIES LLC (NEW YORK NY)

NY

11/18/1994 - 10/31/1996

SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/30/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Samuel Jannetta.
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