Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory William Genovese is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with KCD Financial, Inc. and holds a Series 7, 6, 22, 63, and SIE license. Previously, Gregory has been affiliated with several other firms including, Coastal Equities, Inc., WealthForge Securities, LLC, Pinnacle Capital Securities, LLC, Cabin Securities, Inc. and Triton Pacific Securities, LLC. Gregory specializes in portfolio management for individuals and provides financial planning services.
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.
A percentage of the total value of assets under management is charged.
A portion of fees paid to 3rd party advisors
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2
WI
01/17/2023 - Present
KCD Financial, Inc. (GREEN BAY WI)
CA
10/04/2022 - 10/26/2022
COASTAL EQUITIES, INC. (SANTA BARBARA CA)
VA
05/31/2022 - 06/20/2022
WEALTHFORGE SECURITIES, LLC (RICHMOND VA)
CA
05/09/2021 - 04/08/2022
PINNACLE CAPITAL SECURITIES, LLC (LONG BEACH CA)
CA
05/16/2019 - 11/16/2020
CABIN SECURITIES, INC. (Laguna Niguel CA)
TX
03/20/2019 - 05/15/2019
CRESCENT SECURITIES GROUP, INC. (PLANO TX)
MO
08/01/2016 - 02/15/2017
BURCH & COMPANY, INC (KANSAS CITY MO)
CA
04/27/2015 - 07/10/2015
TRITON PACIFIC SECURITIES, LLC (IRVINE CA)
CA
11/19/2013 - 01/27/2014
WAVELAND CAPITAL PARTNERS LLC (IRVINE CA)
KS
06/13/2012 - 08/16/2012
ARI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
CA
07/09/2009 - 03/22/2010
TNP SECURITIES, LLC (WALNUT CREEK CA)
CA
03/18/2009 - 12/31/2009
ARI FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
01/15/2002 - 05/30/2008
GRUBB & ELLIS SECURITIES, INC. (SANTA ANA CA)
CA
06/25/1999 - 11/26/2001
KELMOORE INVESTMENT COMPANY, INC. (PALO ALTO CA)
GA
05/08/1997 - 07/07/1999
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
CA
03/09/1993 - 03/14/1997
CRONOS SECURITIES CORP (SAN FRANCISCO CA)
CA
05/30/1991 - 03/23/1992
GT GLOBAL, INC. (SAN FRANCISCO CA)
BC
Issued 05/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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