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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Petraco is a financial advisor with Ameriprise Financial Services, LLC, with over 10 years of experience in the industry. Gregory is a Series 7, 66, and SIE licensed representative, registered in New York. Gregory specializes in providing financial planning, asset allocation services, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Gregory is a dedicated professional with a proven track record of helping clients achieve their financial goals. Gregory has worked with a diverse range of clients, including high-net-worth individuals, corporations, trusts, and estates. Gregory's experience and expertise make him a valuable resource for individuals and families seeking comprehensive financial guidance.
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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NY
03/01/2022 - Present
Ameriprise Financial Services, LLC (Hauppauge NY)
BOTH
Issued 01/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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