Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Latini is a financial advisor with over 17 years of experience in the financial industry. He is currently registered with Vanguard Advisers, Inc. and has also worked with firms like TIAA-CREF Individual & Institutional Services, LLC, CUNA Brokerage Services, Inc., Waddell & Reed, Inc., and Equity Services, Inc. Gregory is registered in North Carolina and Texas, and has earned both his Series 66 and Series 63 licenses. He is also a Certified Financial Planner.
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.
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2
NC
01/11/2023 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
NC
01/26/2016 - 10/10/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
06/07/2013 - 01/13/2016
CUNA BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
03/28/2011 - 06/04/2013
WADDELL & REED, INC. (CHARLOTTE NC)
NC
01/21/2008 - 03/25/2011
EQUITY SERVICES, INC. (CHARLOTTE NC)
NY
08/03/2001 - 11/28/2001
TRIDENT PARTNERS LTD. (WOODBURY NY)
CA
06/26/2001 - 08/21/2001
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
NY
05/01/2000 - 06/06/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 01/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2000
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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