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Patrick Daniel Grecco

Amundi Distributor US, Inc.

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About Patrick Daniel Grecco

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).

Firm Information

Patrick Grecco is currently registered with Amundi Distributor US, Inc.. Amundi Distributor US, Inc. is a corporation formed on March 2, 1989, and is registered in 53 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

59

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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Patrick Grecco’s Registration & Firm History

MA

03/16/2009 - Present

Amundi Distributor US, Inc. (BOSTON MA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Daniel Grecco.
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