Unclaimed
Jonathan Greco is a financial professional with over 27 years of experience in the financial services industry. Jonathan has a strong background in securities trading, holding various licenses and certifications in the field. Jonathan has held positions at several reputable firms including DriveWealth Institutional LLC, UBS Securities LLC, BrokerageAmerica, LLC, Schwab Capital Markets L.P., Spear, Leeds & Kellogg, and Investors Associates, Inc. Jonathan currently works as a registered representative at Velocity Clearing, LLC.
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.
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.
1
2
NY
04/04/2023 - Present
Velocity Clearing, LLC (New York NY)
NY
10/15/2007 - 04/05/2023
DRIVEWEALTH INSTITUTIONAL LLC (NEW YORK NY)
CT
06/30/2004 - 09/26/2007
UBS SECURITIES LLC (STAMFORD CT)
NY
11/18/2002 - 06/15/2004
BROKERAGEAMERICA, LLC (NEW YORK NY)
CT
11/26/1997 - 12/31/2002
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
NY
08/09/1995 - 10/07/1997
SPEAR, LEEDS & KELLOGG (NEW YORK NY)
NJ
02/23/1995 - 07/31/1995
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
BC
Issued 03/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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