Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Zipoli is a financial professional with over 25 years of experience in the industry. Gregory is currently registered with Nylife Distributors LLC and is licensed in 51 states. Prior to his current role, Gregory has held positions with firms such as FORESIDE FUND SERVICES, LLC, NORTHERN LIGHTS DISTRIBUTORS, LLC, STATE STREET GLOBAL MARKETS, LLC, PERSHING ADVISOR SOLUTIONS LLC, and FIDELITY BROKERAGE SERVICES LLC. Gregory has passed the Series 63, SIE and Series 7 exams.
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.
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2
NY
08/19/2015 - Present
Nylife Distributors LLC (NEW YORK NY)
IL
11/10/2014 - 03/17/2015
FORESIDE FUND SERVICES, LLC (Chicago IL)
NE
03/18/2014 - 11/11/2014
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
IL
04/18/2007 - 03/06/2014
STATE STREET GLOBAL MARKETS, LLC (CHICAGO IL)
IL
09/22/2005 - 04/12/2007
PERSHING ADVISOR SOLUTIONS LLC (CHICAGO IL)
RI
11/26/1997 - 09/19/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 02/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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