Unclaimed
Patrick Grecco is a financial professional with experience in the industry since March 2009. Patrick is currently registered with Amundi Distributor US, Inc. Patrick has passed the Financial and Operations Principal Examination (Series 27) and the Operations Professional Examination (Series 99TO). Patrick is also licensed to sell Securities Industry Essentials Examination (SIE).
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
MA
03/16/2009 - Present
Amundi Distributor US, Inc. (BOSTON MA)
BC
Issued 03/13/2009
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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