Unclaimed
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.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
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)
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
Active
Inactive
F
FINRA
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