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Joseph Grieco

Nylife Distributors LLC

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About Joseph Grieco

Joseph Grieco is a financial professional with over 20 years of experience in the financial services industry. Joseph is currently registered with Nylife Distributors LLC in Leawood, KS. Joseph holds the Series 6, Series 63, Series 65 and SIE licenses. Joseph specializes in providing investment advice to individuals and families. Prior to joining Nylife Distributors LLC, Joseph has held positions at Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc. and USI Securities, Inc..

Firm Information

Joseph Grieco is currently registered with Nylife Distributors LLC. Nylife Distributors LLC is a Limited Liability Company that was formed in October 2003. The company is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

300

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.

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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Joseph Grieco’s Registration & Firm History

KS

03/13/2024 - Present

Nylife Distributors LLC (LEAWOOD KS)

CA

01/01/2008 - 07/25/2008

FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)

TX

01/01/2005 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)

CT

02/26/2002 - 05/01/2002

USI SECURITIES, INC. (GLASTONBURY CT)

RI

03/18/1992 - 04/18/1997

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 04/26/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/10/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/13/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/28/2024

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Grieco.
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