Invested Better
Unclaimed

Unclaimed

Unclaimed

John Fitzgerald Grecco

Cetera Investment Advisers LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Fitzgerald Grecco

John Fitzgerald Grecco is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with Cetera Investment Advisers LLC and has been in their employ since September 2018. Prior to that, John worked for CUNA Brokerage Services, Inc., VALIC Financial Advisors, Inc., AXA Advisors, LLC, and J.W. Cole Financial, Inc. John has also been previously registered with Cantor Fitzgerald & Co., BrokerageAmerica, Inc, C.E. Unterberg, Towbin (A California Limited Partnership), Warburg Dillon Read LLC, SBC Warburg Dillon Read Inc., M. H. Meyerson & Co., Inc., and Mayer & Schweitzer, Inc. John's professional experience spans a diverse range of firms, offering a broad perspective in the industry. He is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

John Grecco is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

6730 W GULF TO LAKE HWY

CYRSTAL RIVER, FL 34429

$104.47B

Assets Under Management

16,618

Total Clients

7,280

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Grecco’s Registration & Firm History

FL

01/12/2023 - Present

Cetera Investment Advisers LLC (CYRSTAL RIVER FL)

FL

05/27/2014 - 09/10/2018

CUNA BROKERAGE SERVICES, INC. (PORT RICHEY FL)

FL

08/08/2012 - 05/14/2014

VALIC FINANCIAL ADVISORS, INC. (JACKSONVILLE FL)

FL

03/01/2012 - 08/03/2012

AXA ADVISORS, LLC (TAMPA FL)

FL

08/22/2011 - 02/17/2012

J.W. COLE FINANCIAL, INC. (SPRING HILL FL)

CT

10/05/2001 - 08/24/2009

CANTOR FITZGERALD & CO. (DARIEN CT)

NY

05/30/2001 - 10/02/2001

BROKERAGEAMERICA, INC (NE W YORK NY)

NY

10/05/1999 - 03/29/2001

C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP) (NEW YORK NY)

NY

09/11/1993 - 10/19/1999

WARBURG DILLON READ LLC (NEW YORK NY)

CT

06/18/1998 - 06/29/1998

SBC WARBURG DILLON READ INC. (STAMFORD CT)

NJ

01/04/1993 - 09/17/1993

M. H. MEYERSON & CO., INC. (JERSEY CITY NJ)

CT

04/29/1987 - 05/29/1990

MAYER & SCHWEITZER, INC. (STAMFORD CT)

Not sure if John Fitzgerald Grecco is right for you?

Licenses & Designations

BOTH

Issued 6/25/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 1/19/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 6/8/1998

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/22/1998

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/23/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Fitzgerald Grecco.
Not sure if John Fitzgerald Grecco is right for you?