Unclaimed
Gregory Taranto is a financial advisor with over 24 years of experience in the industry. Gregory is currently registered with American Portfolios Financial Services, Inc. Gregory's previous experience includes time with ROYAL ALLIANCE ASSOCIATES, INC. and INVESTMENT ADVISORS & CONSULTANTS, INC. Gregory holds a Series 63, Series 7 and SIE license. Gregory is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered in 26 states including Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Indiana, Kentucky, Maine, Maryland, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and West Virginia.
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.
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.
1
2
NJ
11/01/2007 - Present
American Portfolios Financial Services, Inc. (LEBANON NJ)
NJ
11/29/2006 - 11/05/2007
ROYAL ALLIANCE ASSOCIATES, INC. (LEBANON NJ)
NJ
07/24/1998 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (LEBANON NJ)
BC
Issued 09/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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