Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Manto has over 27 years of experience in the financial services industry. Gregory currently works at Ameriprise Financial Services, LLC, where he has been registered since 2018. Previously, Gregory was registered with AXA Advisors, LLC from 2002 to 2018 and Joseph Stevens & Company, Inc. from 1996 to 2002. Gregory holds a Series 7, Series 24, Series 63, and Series 65 license and is registered in 51 states and the District of Columbia as a broker-dealer. Gregory is a member of the Ameriprise Financial Services, LLC team and provides financial planning, portfolio management, and other services to individuals, businesses, and institutions.
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.
Asset allocation 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
03/30/2020 - Present
Ameriprise Financial Services, LLC (New York NY)
NY
02/13/2002 - 08/16/2018
AXA ADVISORS, LLC (WOODBURY NY)
NY
06/14/1996 - 01/15/2002
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
IA
Issued 04/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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