Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Volitich is a registered investment advisor representative with Harbour Investments, Inc. Gregory has been in the financial industry for over 27 years, holding registrations in multiple states and with FINRA. Gregory currently holds licenses with Series 7, Series 63, Series 65, SIE and Series 79TO. Gregory has previously worked for New England Securities, Northeast Securities, Inc., Arthurs, Lestrage & Company Incorporated, Parker/Hunter Incorporated, and Hefren-Tillotson, Inc. Gregory specializes in working with high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
02/15/2013 - Present
Harbour Investments, Inc. (Carnegie PA)
PA
01/10/2012 - 02/19/2013
NEW ENGLAND SECURITIES (PITTSBURGH PA)
PA
09/01/2006 - 01/03/2012
NORTHEAST SECURITIES, INC. (PITTSBURGH PA)
PA
11/11/2002 - 09/01/2006
ARTHURS, LESTRANGE & COMPANY INCORPORATED (PITTSBURGH PA)
PA
02/11/2000 - 11/11/2002
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
PA
11/29/1995 - 02/11/2000
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
IA
Issued 01/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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