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Harriet Beaver Gregalot

Sunstreet Securities, LLC

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About Harriet Beaver Gregalot

Harriet Beaver Gregalot is a financial advisor with over 30 years of experience in the industry. Harriet currently holds registrations with Sunstreet Securities, LLC, and Commonwealth Financial Network. Harriet is also a registered representative in Florida, Georgia, Indiana, North Carolina, and South Carolina. Harriet holds the Series 65, Series 63, Series 7, and SIE licenses. Harriet specializes in financial planning and portfolio management for individuals.

Firm Information

Harriet Gregalot is currently registered with Sunstreet Securities, LLC. Sunstreet Securities, LLC is a Limited Liability Company formed in January 2006. Headquartered in [Main Office Address], the firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Sunstreet Securities, LLC is registered with the SEC and in 38 states.

$5.70M

Assets Under Management

51

Total Clients

17

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees from tpas

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Harriet Gregalot’s Registration & Firm History

FL

09/28/2010 - Present

Sunstreet Securities, LLC (GAINESVILLE FL)

FL

02/19/2008 - 09/29/2010

COMMONWEALTH FINANCIAL NETWORK (GAINESVILLE FL)

FL

01/09/2001 - 02/11/2008

INVESTACORP, INC. (GAINESVILLE FL)

NY

05/20/1982 - 01/25/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/05/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/12/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harriet Beaver Gregalot.
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