Unclaimed
Gregory Sinno is a financial advisor with over 23 years of experience in the industry. Gregory currently works with Cetera Investment Advisers LLC, a firm that has been in business since 1975. Cetera Investment Advisers LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). Cetera Investment Advisers LLC offers a variety of investment services, including financial planning, portfolio management, and retirement planning. Gregory is registered to provide investment advice in 21 states and has a Series 63, Series 6 and SIE licenses.
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.
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
04/12/2021 - Present
Cetera Investment Advisers LLC (PEARL RIVER NY)
CT
03/10/1997 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (NORTH HAVEN CT)
BC
Issued 2/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/7/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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