Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Slater is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with Hightower Advisors, LLC and is located in Purchase, New York. Gregory has been a Certified Financial Planner™ and Chartered Financial Analyst since 2014, and is also registered as an Investment Advisor Representative in New York. He has previously been registered with Park Avenue Securities LLC, Collins Stewart LLC, Rodman & Renshaw, LLC, CJS Securities, Inc., RIM Securities LLC, and Prudential Equity Group, LLC. Gregory has a strong track record of success in helping individuals and families achieve their financial goals. Gregory focuses on providing financial planning, portfolio management, and treasury management services for individuals and businesses.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
04/21/2023 - Present
Hightower Advisors, LLC (Purchase NY)
NY
01/25/2011 - 02/11/2014
PARK AVENUE SECURITIES LLC (PURCHASE NY)
NY
10/07/2008 - 04/19/2010
COLLINS STEWART LLC. (NEW YORK NY)
NY
06/06/2006 - 04/18/2008
RODMAN & RENSHAW, LLC (NEW YORK NY)
NY
06/08/2005 - 06/01/2006
CJS SECURITIES, INC. (WHITE PLAINS NY)
NY
07/27/2004 - 06/27/2005
RIM SECURITIES LLC (NEW YORK NY)
NY
10/05/2000 - 03/24/2004
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
IA
Issued 12/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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