Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Roberto is an investment advisor representative with Everhart Advisors, based in Miamisburg, Ohio. Gregory has been in the industry since 2013 and is registered with the state of Ohio. Prior to joining Everhart Advisors, Gregory held positions with FORESIDE FUND SERVICES, LLC and ROSS, SINCLAIRE & ASSOCIATES, LLC. Gregory has a broad range of experience in the financial services industry. He is committed to providing clients with personalized financial advice and 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.
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
OH
01/23/2023 - Present
Everhart Advisors (Miamisburg OH)
OH
07/03/2018 - 10/11/2022
FORESIDE FUND SERVICES, LLC (Miamisburg OH)
OH
10/30/2013 - 07/03/2018
ROSS, SINCLAIRE & ASSOCIATES, LLC (Miamisburg OH)
IA
Issued 01/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2019
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2013
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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