Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Pacitti is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with Ranch Capital Advisors Inc. and has previously been registered with RAYMOND JAMES FINANCIAL SERVICES, INC. and PRIME CAPITAL SERVICES, INC. Gregory is a Certified Financial Planner and holds Series 7, 24, 51, and 63 securities licenses. Gregory's current firm, Ranch Capital Advisors Inc. is a Registered Investment Advisor (RIA) that offers a variety of financial planning and advisory services. The firm has a strong focus on providing personalized advice to high-net-worth individuals and individuals other than high-net-worth individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
Financial coaching service
1
2
FL
07/06/2021 - Present
Ranch Capital Advisors Inc. (SARASOTA FL)
FL
08/09/2001 - 05/13/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (BRADENTON FL)
NY
08/12/1999 - 08/13/2001
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
BC
Issued 08/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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