Unclaimed
Gregory Viejo is a financial advisor with Truist Advisory Services, Inc. located in CORAL GABLES, FL. Gregory Viejo has been in the industry since 2000 and has experience in financial planning and portfolio management. Gregory Viejo is also a Chartered Financial Analyst (CFA). Gregory Viejo has previously worked with Comerica Securities, Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Citigroup Global Markets Inc, CitiCorp Investment Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
10/16/2023 - Present
Truist Advisory Services, Inc. (CORAL GABLES FL)
FL
09/12/2022 - 10/11/2023
COMERICA SECURITIES (FT. LAUDERDALE FL)
FL
07/07/2011 - 08/09/2022
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
01/11/2010 - 06/14/2011
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
05/29/2007 - 01/04/2010
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
04/01/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
NY
06/13/2000 - 03/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 1/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Viejo is the right advisor for you? Invested Better is here to help.
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.